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San Ramon

    Portfolio Manager - San Ramon, United States - MAI Wealth Management, Inc.

    MAI Wealth Management, Inc.
    MAI Wealth Management, Inc. San Ramon, United States

    1 day ago

    MAI Wealth Management, Inc. background
    Description

    Job Description

    Job Description

    GENERAL JOB DESCRIPTION

    The Portfolio Manager implements MAI's investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI's investment platform.

    DUTIES AND RESPONSIBILITIES

    • Frequent contact with clients through in person meetings, phone and written communication.
    • Prepares and reviews client reports.
    • Provides advice and strategies related to clients' investment portfolios.
    • Regular reviews client's investment portfolios to align with MAI's asset allocation strategy and the client's goals & objectives.
    • Trades individual securities, ETF's, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
    • Participates in business development process for prospective clients.
    • May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
    • Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
    • Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
    • Reviews private opportunities and conducts other ad-hoc research for clients.

    EXPERIENCE/CREDENTIALS

    • 10+ years of experience in investment management field.
    • Broad background in financial markets.
    • Bachelor's degree in Finance or Economics preferred.
    • CFA required

    COMPETENCIES

    • Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
    • Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
    • Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
    • Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
    • Understands the big picture while still demonstrates attention to detail.
    • Strong oral and written communication skills.
    • Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
    • Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.

    FEATURED BENEFITS:

    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • 401(k)
    • Health Savings Account
    • Paid Maternity Leave
    • Paid Parental Leave
    • Tuition Reimbursement
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