Senior Portfolio Manager — Planning‑Focused Wealth

KEATING; Manhattan (KS); Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

Professional Development

401(k) with company match

Health, Vision, and Dental Plans

Employer-Paid Disability

Fun Company Events

Job summary

Keating & Associates Inc is looking for a Senior Portfolio Manager to lead the investment functions for Purposeful Wealth Advisors, managing nearly $400 million in assets. In this role, you'll monitor market performance, evaluate investment opportunities, and translate complex information for clients and financial planners.

Candidates should have at least 7 years of investment experience and certifications such as CFA or CIMA.

Qualifications

• Minimum of seven (7) years of relevant investment or portfolio management experience.
• Demonstrated success and experience with portfolio construction, asset allocation, investment due diligence, performance analysis, and tax-aware investing.
• Experience with Dimensional Fund Advisors (DFA) preferred.

Responsibilities

• Lead and refine investment philosophy and strategies.
• Monitor markets and portfolio performance for risks and opportunities.
• Lead due diligence and selection of investment solutions.
• Oversee portfolio implementation and trading strategies.
• Evaluate portfolio performance and ensure strategy alignment.
• Prepare analyses and recommendations for client meetings.
• Translate complex investment information into clear insights.
• Participate in client meetings to provide investment expertise.
• Oversee investment-related costs and fee strategy.
• Identify opportunities to strengthen investment processes.

Skills

Investment expertise

Market awareness

Analytical judgment

Communication

Client Relationship Building

Tax-aware investing

Intellectual curiosity

Organization and execution

Collaboration

Initiative and ownership

Education

CFA® or CIMA® designation

CFP® or CPWA® designation

Job description

Keating & Associates Inc is looking for a Senior Portfolio Manager to lead the investment functions for Purposeful Wealth Advisors, managing nearly $400 million in assets. In this role, you'll monitor market performance, evaluate investment opportunities, and translate complex information for clients and financial planners.

Candidates should have at least 7 years of investment experience and certifications such as CFA or CIMA.