Senior Portfolio Manager — Client-Focused Investments

Whittier Trust Company; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Base salary

Performance bonus

Equity consideration

Excellent medical

Retirement plans

Job summary

Whittier Trust is a private multi-family office on the West Coast seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternative assets. You will contribute to macroeconomic and company research and present findings to clients and referral sources.

The role requires 10+ years in portfolio management, strong investment research, and the ability to build relationships with qualified prospects.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• MBA preferred but not essential.
• CFA designation preferred but not essential.
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash.
• Strong investment research experience.
• Investment experience with alternative assets a plus.
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit.
• Superior ability to identify and build relationships with qualified prospects.

Responsibilities

• Manage client portfolios to achieve client objectives.
• Make and implement investment decisions.
• Maintain asset allocations within client guidelines and department policies.
• Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites.
• Lead or assist in internally managed strategies and asset allocation.
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department.
• Meet with clients on a regular basis.
• Communicate with and make presentations to clients, prospects and referral sources.
• Participate in Business Development initiatives to achieve established goals for new revenues.
• Work with Client Administrators on shared accounts.

Skills

Client communication

Business development

Relationship building

Entrepreneurial spirit

Team player

Education

Bachelor’s degree

MBA

CFA

Job description

Whittier Trust is a private multi-family office on the West Coast seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternative assets. You will contribute to macroeconomic and company research and present findings to clients and referral sources.

The role requires 10+ years in portfolio management, strong investment research, and the ability to build relationships with qualified prospects.