- Manage investment portfolios designed to achieve clients' financial goals
- Prepare and present client reports and presentations, as needed
- Deliver clear presentations on the capital markets and their outlooks, the firm's investment process and strategy, and the performance of client portfolios
- Adhere to all required compliance and regulatory requirements, as well as protect the assets and reputation of the firm
- Build and maintain strong and positive working relationships with other associates; third-party managers, advisors, consultants, and service providers; and parties that serve as "centers of influence" within target client communities
- Maintain a current awareness of new investment strategies and instruments through regular contact with investment research industry professionals and personal research
- Participate in Investment Committee and internal meetings by sharing ideas, vetting opportunities and collaborating with colleagues
- Keep abreast of current trends and best practices in the investment management industry, as well as developments in the economy and security markets
- Utilize knowledge, along with fundamental and/or technical analysis, to arrive at sound and timely investment decisions
- Proactively participate in efforts to strengthen existing relationships and to identify and close new business opportunities
- Participate in initiatives and campaigns to better inform and service target clients with respect to family office services and/or private wealth management and advisory services
- Respond promptly to new business referrals, investment-related inquiries, clients, prospective clients, salespeople, and marketers
- Ensure the completion of processing and operational needs relative to the administration of assigned accounts
- Maintain in-depth daily knowledge of the securities markets and individual securities, as well as portfolio management products, including the rationale for underlying holdings, sector, and asset allocation decisions
- Ensure that professional designations and affiliations are maintained and current by fulfilling necessary continuing education and other requirements
Skills, Requirements, and Preferences:- Minimum of three years' experience in investment analysis or management with preference for direct stock and individual bond portfolio management, including investment research analysis and/or portfolio management experience in the high-net-worth arena, with client development, retention, and expansion responsibilities
- Bachelor's Degree (B.A. or B.S.) in related field from a four-year college or university required MBA, CPA, and/or CFA/CIMA designation preferred
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and Bloomberg
- Advanced understanding of investment management concepts and terminology
- Advanced ability to present complex data and information to clients
- Strong detail orientation and organizational skills
- Excellent communication skills, both written and oral
- Ability to work and lead in a team environment
- Minimum of three years' experience in investment analysis or management with preference for direct stock and individual bond portfolio management, including investment research analysis and/or portfolio management experience in the high-net-worth arena, with client development, retention, and expansion responsibilities
-
Manager, Portfolio Optimization and Product
1 week ago
Hewlett Packard Spring, United States**Job Summary** · Are you a seasoned leader with a passion for driving transformative change and simplifying business portfolios? Join us at Strategic Alliances as we seek a talented Manager to lead a global team in delivering strategic insights and recommendations on portfolio s ...
-
Portfolio Manager
5 days ago
RER Solutions, Inc. Washington, United StatesJob Description · Job DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. · R ...
-
Director of Digital Portfolio Management
4 days ago
Hewlett Packard Spring, United States**Position Overview** · As the Director of Digital Portfolio Management, you will be responsible for enhancing and managing a centralized repository of pan-HP Digital Portfolio, including associated programs, projects, spend, tools and resources, aligned with our target-state Ent ...
-
Employee in Portfolio Management Office
2 weeks ago
Matrix Dynamics Martin's Additions, MD, United States FreelanceJob Description for Martin's Additions, MD Reference Number: 20593 · Your Responsibilities · - You continuously develop and improve the process of creating services · - You ensure the quality of the processes · - You organize and conduct agile events · - You develop a blueprint f ...
-
Manager - Portfolio Onboarding
6 days ago
Maximus Services, LLC Tysons, United States**Description & Requirements** · Maximus is seeking a Project/Program Manager to join our team. This is a remote position and will support all Department of Education projects at the portfolio level. In your Manager role you will take over the onboarding process, resource, and to ...
-
Hewlett Packard Spring, United StatesThe HP Customer Welcome Center Program is the epicenter of HP's Executive Engagement Strategy. We are looking for a passionate leader to join our team as a customer experience content and portfolio manager. This role offers a unique opportunity for creative talent to join our tea ...
-
IT Portfolio Manager
1 week ago
Booz Allen Hamilton Arlington, United StatesJob Number: R0195789 · IT Portfolio Manager The Opportunity: · You know that project managers touch every single part of a business and wear multiple hats: from caring for the client and their meaningful project goals to participating in business development and being a key cont ...
-
Portfolio Manager
2 weeks ago
Peraton Arlington, United StatesResponsibilities · Peraton is seeking an experienced Portfolio Manager to become part of Peraton's Department of State (DoS) Diplomatic Security Cyber Mission (DSCM) program providing leading cyber and technology security experience to enable innovative, effective, and secure bu ...
-
Portfolio Manager
1 week ago
Peraton Arlington, United StatesResponsibilities · Peraton is seeking an experienced Portfolio Manager to become part of Peraton's Department of State (DoS) Diplomatic Security Cyber Mission (DSCM) program providing leading cyber and technology security experience to enable innovative, effective, and secure bu ...
-
IT Portfolio Manager
3 days ago
Booz Allen Hamilton Arlington, United States Full timeJob Number: R0195789 · IT Portfolio ManagerThe Opportunity: · You know that project managers touch every single part of a business and wear multiple hats: from caring for the client and their meaningful project goals to participating in business development and being a key contri ...
-
Community Portfolio Manager
1 week ago
Capitol Companies Chantilly, United StatesCapitol Property Management is in search of a motivated individual to manage a portfolio of community associations. · Our growing company seeks a Community Portfolio Manager with experience in contract & financial management; working with Board of Directors, homeowners, and vendo ...
-
Client Portfolio Manager
6 days ago
Allied Universal® Chantilly, United StatesClient Portfolio Manager - Salary · **Overview**: · Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a te ...
-
Portfolio/ Acquisition Manager
2 days ago
Axiologic Solutions Washington, United States Full timeOverview: · Based in Northern,VA, AxiologicSolutions LLC has opportunities for you to become part of our high-quality team that delivers innovative solutions to key federal clients. We are currently seeking a Portfolio / Acquisition Manager to assist DIA's Chief Information Offic ...
-
Portfolio Manager II
2 weeks ago
Bank of America Washington, United States Full timeJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Hoa / Condominium Portfolio Manager
3 days ago
HOATalent Greenbelt, United StatesEstablished in 1987, MMI stands as a distinguished Property Management firm committed to providing exceptional service to Rental Property Owners and Community Associations. Our experienced Managers hold prestigious designations, including GRI, Certified Manager of Community Assoc ...
-
Portfolio Manager
1 week ago
City of Alexandria Virginia Alexandria, United StatesThe Portfolio Manager performs responsible work in managing the development of all Facilities Maintenance Project requests for capital improvement work and construction projects, including major modification and construction of City buildings, from C Portfolio Manager, Manager, P ...
-
Guidehouse Washington DC, United StatesTechnology Consulting · Travel Required : · The IT Governance and Portfolio Management consultant will support the client's Office of Chief Information Officer (OCIO) with the tracking of IT investment requests submitted from divisions across the enterprise and align them to th ...
-
IT Portfolio Management Analyst
5 days ago
WWC Global Arlington, United StatesJob Description · Job DescriptionWWC Global is seeking an IT Portfolio Management Analyst to support Capital Planning and Investment Control (CPIC) for a DoD organization (DISA-JSP). This position will be responsible for developing, evaluating, and maintaining IT portfolio plans, ...
-
IT Portfolio Senior Manager-DHS
2 weeks ago
Sharp Solutions, Inc. Washington DC, United StatesSSi has principals that are an integral part of the organizations characteristic and are fundamentally essential to the shaping of everyday activities that connect to our broader mission and vision. As an organization SSi is committed to: · Foster a culture of innovative and out ...
-
Portfolio Manager
1 week ago
City of Alexandria Virginia Alexandria, United StatesPortfolio Manager · The City of Alexandria is located in Northern Virginia and is bordered by the District of Columbia (Potomac River), Arlington and Fairfax counties. With a population of approximately 150,000 and a land area of 15.75 square miles, Alexandria is the seventh lar ...
Associate Portfolio Manager - Washington D.C., United States - Harbour Capital Advisors
Description
Role:
Harbour Capital Advisors is seeking an Associate Portfolio Manager to be an integral part of our company and investment management team. The Portfolio Manager is responsible for evaluating, designing, and overseeing all aspects of portfolio construction and dynamic, active management of client portfolios. The Portfolio Manager will assist our firm's other principals in providing investment management, wealth planning, and other family office services to our high-net-worth client base.
About the Firm:
An independent, fee-only advisor and fiduciary, Harbour Capital Advisors was founded in 2011 to serve a select number of families with complex financial needs. We are staffed by a team of seasoned professionals leveraging deep experience in investment and portfolio management across all asset classes, sophisticated wealth and tax planning, and private banking. With $650 million in assets under management, Harbour Capital Advisors focuses on our clients' entire wealth picture, executing customized investment and planning ideas nimbly, and with efficiency. We harness the research, investment solutions and trading platforms of many of the world's largest investment firms while maintaining independence through active and direct portfolio construction and management. Our investment execution includes equities, fixed income, and alternative investments. Harbour Capital Advisors is headquartered in Tysons Corner, Virginia, with a second office in Naples, Florida.
Specific Responsibilities: