- Complement current investment team's expertise to serve clients, diligence fund managers, and support evolution of portfolio management function.
- Apply our investment strategy to client accounts, monitor economic data and trends, and provide regular reports on both individual portfolio performance and firm-wide investment results.
- Co-lead Investment Committee; analyze and present new/innovative investment opportunities to CIO and Investment Committee for consideration.
- Perform periodic manager and investment reviews; read and distil quarterly investor letters, attend investor meetings and meet directly with managers; summarize updates/performance to advisors and craft client investment narratives.
- Partner with wealth advisors to articulate investment strategy to prospects and clients.
- Work with advisors on daily activities supporting and servicing clients.
- Create value to team and clients by developing subject matter expertise in relevant sectors and monitoring broader market/economic trends that impact private markets.
- Contribute to VWG brand awareness through networking events and participating in industry panel discussions.
- Leverage current technology platforms and future tools, such as AI, to improve investment process and client experience.
- Background in success with increasing levels of responsibility and an understanding of portfolio construction and investment management process.
- Experience supervising others and interested in team leadership/supporting firm's strategic direction.
- Able to articulate our investment approach and decisions, and financial market and economic views.
- Experience seeking, digesting, synthesizing, and communicating complex information.
- Well-developed interpersonal skills: professional, mature, flexible, and personable.
- Curious mind that seeks inspiration from variety of sources, both inside and outside the investment industry.
- Proficiency in company related technology, i.e. Market data & analysis (FactSet), performance reporting and account analysis (BlackDiamond), Portfolio trading software (Tamarac), Mutual Fund/ETF data and analysis (MorningStar), Salesforce CRM.
- Bachelor's degree or higher in Finance or related degree; Masters Degree or CFA Designation preferred
- 3-5 years experience in financial/investment analysis field, exposure to Private Market Investments preferred
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Portfolio Manager - Vienna, United States - HighTower Advisors
Description
Your Future Team: VWG
Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecutive years, VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors.
Who You Are
We are looking for a Portfolio Manager who is a curious and thoughtful leader who is passionate about investments, enjoys building custom portfolios, demonstrates adaptability and resilience during market volatility, and communicates effectively when interacting with clients and colleagues. You will report to the Managing Director.
What You'll Do
What You'll Bring
Required Education and Experience
What We Offer
VWG Wealth Management places a high value on employee happiness and professional development. We offer a fun, collaborative work environment that is ideal for working parents (children and pets). We believe our team can best serve our clients when employees can also take care of themselves and their family. To foster this supportive culture, we provide a flexible hybrid work schedule, unlimited paid time off, and two weeks to work from anywhere. Averaging an employee tenure of 10 years, our solid foundation of talent and expertise affords ample opportunities for employee development and career progression. VWG team members work collectively to learn and improve in a fun, productive environment. #LI-Hybrid
Work Environment: This job operates in a professional office environment. You will use standard office equipment such as computer, phones, copiers, filing cabinets and fax machines.
Physical Demands: This is largely a sedentary role and may sit or use PC for long periods of time. Bending, reaching or stooping may be necessary for use of filing cabinets or other office cabinets or office machines.
Hours of Work: Standard hours of work are Monday through Friday during normal day business hours. However, together with the CIO, the portfolio manager holds the primary oversight and fiduciary responsibility for VWG client assets. This mandates that some personal plans and endeavors may be temporarily imposed upon and weekday and weekend commitments can be disrupted without notice. It is also expected that job duties and some reading and creative exploration relative to investing extend into some evening and weekend hours.
Travel: Occasional local travel may be required
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
