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    Portfolio Manager - Portland, United States - Empirical Wealth Management

    Empirical Wealth Management
    Empirical Wealth Management Portland, United States

    3 weeks ago

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    Description


    Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth.

    Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high net worth individuals, families, non-profit organizations and company retirement plans.

    Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.


    Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses.

    We seek high caliber individuals who will succeed in a high opportunity business environment.

    Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.

    Job Description

    We are seeking a talented Portfolio Manager to join the firm's Seattle, Portland and Bay area offices. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.

    Key Responsibilities

    Portfolio rebalancing and trading,

    Communication with high-net worth individuals, including:

    o Working with financial advisors to design client investment strategies

    o Direct client communication regarding execution of trades and any investment/portfolio questions

    Performance calculation and reporting

    Analysis of prospective client's investment portfolios

    Conducting investment research

    o Assisting the CIO and Investment Team in evaluating new investments/strategies

    o Helping conduct due diligence on private/alternative investments

    Notifying advisor/client of cash flow issues, account restrictions, etc.

    Qualifications

    4 – 8 years work experience in finance and investments required

    Bachelors in Finance, Economics or Statistics or related subject required; Master's preferred

    Obtained, or progress towards, CFA required

    CAIA or CFP is a plus

    Ability to do independent research and strong attention to detail

    Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position

    Advance knowledge of Microsoft Excel

    Friendly, strong desire to learn and ability to take direction

    Ability to work in a team environment

    Compensation

    Competitive salary, opportunities to participate in client asset growth, as well as bonus potential


    Benefits:
    Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company

    401(k) Plan with match

    Our Culture

    Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm.

    The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development.

    Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

    We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.


    Job Type:
    Full-time


    Pay:
    $150, $200,000.00 per year


    Benefits:

    401(k)

    401(k) matching

    Dental insurance

    Flexible spending account

    Health insurance

    Health savings account

    Life insurance

    Paid time off

    Parental leave

    Vision insurance

    Experience level:

    4 years


    Schedule:
    Monday to Friday


    Ability to Relocate:

    Portland, OR 97205:
    Relocate before starting work (Required)


    Work Location:
    In person

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