Senior VP, Portfolio Manager - Private Wealth & Growth

Whittier Trust Company; Menlo Park (CA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Base salary and performance bonus

Equity consideration

Medical, dental, vision, life, long‑/L

401(k) with company match

Job summary

Whittier Trust in California seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash and alternatives within established guidelines. The SVP, PM will communicate with clients, prospects and referral sources and contribute to growth through business development.

Requirements include a Bachelor’s degree, MBA and CFA, 10+ years in portfolio management and strong investment research; experience with alternatives is a plus.

Qualifications

• Bachelor’s degree from an accredited university.
• MBA from a reputed business school and CFA designation.
• 10+ years of portfolio management experience with diversified global portfolios.

Responsibilities

• Manage portfolios to achieve client objectives
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• 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

Portfolio management

Client relationship management

Business development

Communication skills

Leadership

Education

Bachelor’s degree

MBA

CFA designation

Job description

Whittier Trust in California seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash and alternatives within established guidelines. The SVP, PM will communicate with clients, prospects and referral sources and contribute to growth through business development.

Requirements include a Bachelor’s degree, MBA and CFA, 10+ years in portfolio management and strong investment research; experience with alternatives is a plus.