Portfolio Manager

MAI Capital Management; Independence Township (OH); On-site; USD 150,000 - 230,000; Full time

Job summary

MAI Capital Management is seeking a seasoned Portfolio Manager to implement the firm’s investment strategy for high net worth clients and families in a dynamic team setting.

You will engage clients directly, prepare reports, and apply disciplined investment decision-making. The role involves collaboration with planners and potential committee work to support comprehensive wealth management.

Qualifications

• 10+ years of experience in investment management.
• 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 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.

Skills

Client communication

Oral and written communication

Teamwork

Problem solving

Attention to detail

Confidentiality

Education

Bachelor's degree in Finance or Economics

MBA or CFA preferred

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.