Senior Global Thematic Equity Portfolio Manager

B.f.-Saul-Company; Bethesda (MD); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

In-house fitness center

Dining center discounts

EAP discounts

Pre-tax transportation options

Job summary

Chevy Chase Trust invites a skilled Portfolio Manager to oversee discretionary client assets aligned with the Global Thematic Equity approach. You will engage with clients and prospects to discuss goals, performance, and portfolio construction as part of the client coverage team.

The ideal candidate has 5–10 years in investment management, strong analytical ability, and excellent communication. Compensation includes base pay and incentives in a comprehensive benefits package.

Qualifications

• 5-10 years of investment management experience with proven decision-making and client relationships.
• Bachelor's degree required; MBA/CFA preferred.

Responsibilities

• Manage client assets on a discretionary basis.
• Discuss goals, portfolio construction and performance with clients.
• Contribute to research and improve portfolio management practices.
• Assist in new client acquisition and communications with clients.

Skills

Investment management

Client relationships

Bloomberg

FactSet

MS Excel

Communication

Independent thinking

Education

Bachelor's degree

MBA

CFA

Tools

Bloomberg

FactSet

Job description

Chevy Chase Trust invites a skilled Portfolio Manager to oversee discretionary client assets aligned with the Global Thematic Equity approach. You will engage with clients and prospects to discuss goals, performance, and portfolio construction as part of the client coverage team.

The ideal candidate has 5–10 years in investment management, strong analytical ability, and excellent communication. Compensation includes base pay and incentives in a comprehensive benefits package.