Portfolio Manager

ADP, Inc.; Independence Township (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

MAI in Independence, OH is seeking an experienced Portfolio Manager to implement investment strategies for high net worth clients and families. You will participate in committees and collaborate with financial planners to deliver holistic advice.

The role requires a deep background in financial markets, client communication, and the ability to review portfolios and align with asset allocation targets.

Qualifications

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

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 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.

Skills

Investment strategy knowledge

Client relation management

Portfolio analysis

Education

Bachelor's degree in Finance or Economics

MBA or CFA preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investments Full Time Independence, OH, US

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.
• MBA or CFA preferred.

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.