- Be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy
- Create complex investment analysis or modeling to support sophisticated investment clients
- Evaluate prospect investment data, leads the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business
- Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits
- Participate in Investment Research and Asset Allocation Committee meetings serving as a voting member on the Investment Committee
- Regularly communicate with Research Department on investment strategy
- Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)
- Facilitate live investment portfolio reviews with current clients and prospects
- Communicate portfolio updates and rebalance initiatives to assigned clients as needed
- Follow the Clearstead approach of creating client meeting agendas/recaps or assisting in their preparation
- Develop advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members
- Utilize and manage Tamarac Advisor View/Rebalancer software to analyze and manage client portfolios
- Review and assist in maintaining client databases and investment policy information to uphold data integrity
- Organize and track client assignments to efficiently manage work-load
- Assist with audit of client investment reports for accuracy and crafts impactful deliverables
- Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences
- Complete other duties as assigned
- Bachelor's degree in Business Administration, Finance, Economics or related field; Master's degree preferred
- Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
- 5+ years of investment and financial market experience within a financial services institution; experience within a private wealth advisory setting preferred
- Passion for investments
- Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
- Demonstrated analytical skills
- Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
- Demonstrated client service skills
- Excellent interpersonal and communication skills, written and verbal
- Strong team player with the ability to interact with staff at all levels of the organization
- Commitment to company values
- A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
- The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
- An opportunity to work with institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
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Senior Portfolio Manager - Cleveland, United States - Clearstead
Description
We are seeking a Senior Portfolio Manager at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients.
In this position you will:
The successful candidate will have:
We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.
There's a popular line at Clearstead, "There are no sharp elbows." Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.
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