SVP-Portfolio Manager

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

Benefits offered by this job

Performance bonus

Equity consideration

Excellent medical

Retirement plans

Job summary

Whittier Trust is seeking a Senior Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative assets within established investment guidelines. You will communicate with clients, prospects and referral sources, and participate in business development to drive growth.

The role requires a Bachelor’s degree, an MBA and CFA designation, and 10+ years of portfolio management experience with a track record in leading diversified portfolios.

Qualifications

• Bachelor’s degree from an accredited university.
• MBA from a good business school and CFA designation.
• 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

• 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

Strong communication

Client relationship

Business development

Investment research

Alternative assets

Portfolio management

Education

Bachelor’s degree

MBA + CFA

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

This position is also available in our San Francisco office.

POSITION SUMMARY

The primary responsibility of theSeniorVice President, Portfolio Manager (“SVP PM”) is to manage client portfolios consisting of equities, fixed income,cashand alternative assets within established investment guidelines. TheSVP,PM will communicate regularly with and make presentations to clients,prospects,and referral sources. TheSVP,PM is also expected tosignificantlyparticipatein and contribute to the firm’s growth through business developmentand widerstrategicalefforts.

PRIMARY RESPONSIBILITIES

• 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
  

DESIRED SKILLS/EXPERIENCE

• Bachelor’s degree from an accredited university
• MBA from a good business school and CFA designation
• 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

PERSONAL CHARACTERISTICS

• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people oriented
• Highly organized with good time management skills
• Meticulous attention to detail
• Valid driver’s license and the ability to travel by airplane

COMPENSATION

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.

Base salary range: $200,000 - $300,000.

Equal Opportunity Employer

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

This position is also available in our San Francisco office.

POSITION SUMMARY

The primary responsibility of theSeniorVice President, Portfolio Manager (“SVP PM”) is to manage client portfolios consisting of equities, fixed income,cashand alternative assets within established investment guidelines. TheSVP,PM will communicate regularly with and make presentations to clients,prospects,and referral sources. TheSVP,PM is also expected tosignificantlyparticipatein and contribute to the firm’s growth through business developmentand widerstrategicalefforts.

PRIMARY 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
  

DESIRED SKILLS/EXPERIENCE

• Bachelor’s degree from an accredited university
• MBA from a good business school and CFA designation
• 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

PERSONAL CHARACTERISTICS

• Strong people skills
• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people oriented
• Highly organized with good time management skills
• Meticulous attention to detail
• Valid driver’s license and the ability to travel by airplane

COMPENSATION

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.

Base salary range: $200,000 - $300,000.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.