SVP Portfolio Manager — Growth, Client Impact, Equity

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 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.