Vice President - Portfolio Manager

Whittier Trust Company; Los Angeles (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Base salary plus bonus

Equity consideration

Excellent medical and retirement plans

Job summary

Whittier Trust is seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative assets within approved guidelines. You will participate in department research, present to clients and referral sources, and contribute to firm growth through business development.

The role requires a minimum of 10+ years in portfolio management, strong investment research, and excellent client relationships.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• MBA from top-tier business school 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.
• Experience with alternative assets a plus.
• Strong communication, client relationship and business development skills and an entrepreneurial spirit.

Responsibilities

• Manage client portfolios consisting of equities, fixed income, cash and alternative assets within investment guidelines.
• Make and implement investment decisions.
• Maintain asset allocations within client guidelines and department policies.
• Analyze macroeconomic, industry and company fundamentals as part of small teams or satellites.
• Lead or assist in internally managed strategies and asset allocation.
• Participate in weekly and monthly investment meetings and communicate with Investment Department colleagues.
• Meet with clients regularly and present to clients, prospects and referral sources.
• Participate in business development initiatives to achieve revenue goals.

Skills

Communication skills

Client relationships

Business development

Team/people oriented

Detail orientation

Education

Bachelor's degree

MBA (preferred)

CFA designation (preferred)

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.

Position Summary

The primary responsibility of the Vice President, Portfolio Manager (PM) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts.

Primary Responsibilities

• Manage 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

Desired Skills/Experience

• Bachelor’s degree from an accredited 4-year university
• MBA from top-tier business school, 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

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: $150,000 - $200,000.