Job Description
The Portfolio Manager will be responsible for managing and customizing investment portfolios that are tailored to the needs of individual clients in order to ensure ongoing alignment with their financial goals. The role will also involve active participation in the firm’s Investment Committee requiring involvement in the investment due diligence process, evaluating potential investments and contributing to the overall investment strategy of the firm. This position requires strong client-facing skills and a deep understanding of investment strategies and market trends.
Job Responsibilities
Job duties will include, but are not limited to:
- Regularly meet with clients to review portfolio performance, address concerns, and make necessary adjustments.
- Develop and manage investment portfolios customized for their needs, based on their financial goals and tolerance for risk.
- Meet with prospective clients (both Traditional and GenerationNext) to educate them on the firm’s approach to investment management in order to earn their business.
- Conduct thorough investment research and contribute to the due diligence process for potential investments.
- Prepare and update client materials, investment plans, and other reports.
- Provide support assistance to other Portfolio Manager on the Investment Team until a full client load has been achieved. This includes client meeting preparation/follow-up, communication, and rebalancing portfolios.
Desired Experience & Qualifications
- 2-5 years of relevant client-facing experience in investment management and/or financial services.
- Bachelor’s degree in business, finance, economics, or related field.
- Strong understanding of financial markets, investment vehicles, and portfolio management concepts.
- Excellent communication and client-facing skills (both verbal and written).
- Familiarity with software commonly used by the firm (Orion, Schwab, Fidelity, Y-Charts, Salesforce) a plus.
Other Information
Please send your resume and direct any questions to Jonathan Koop, CFA at jkoop@bedelfinancial.com.