Description

Portfolio Manager/Investment Counselor

This is a unique opportunity for a skilled, long-term oriented investment professional to join our fee-only San Francisco-based boutique independent RIA. The successful candidate will embrace their work as a fiduciary, putting clients first, and have a strong commitment to creating lasting value for our clients. You will build on a strong foundation of existing relationships while forging your own path. It is an expectation that you will build, cultivate and grow new client and professional relationships. You will be supported by the organization’s significant resources and willingness to invest in talented team members.  

This is a full-time, in-office position. The ideal candidate must demonstrate high integrity, ability to think independently, and possess the ambition and entrepreneurial spirit to seek increased responsibilities within our organization.

Portfolio Manager Responsibilities

As a Portfolio Manager, you will be a member of our investment policy committee and will be responsible for assisting in the selection of approved securities used to construct and manage client investment portfolios.

You will conduct fixed income and equity research, make recommendations to our committee regarding the purchase and sale of publicly traded securities, and be engaged in both model and individual portfolio construction.   

You will share in the ongoing monitoring of securities held in client portfolios to ensure that these investments remain aligned with portfolio objectives, as well as overall firm investment strategy.

You will trade client portfolios and collaborate with other firm portfolio managers during this process.

Investment Counselor Responsibilities

As an Investment Counselor, you will interact directly with the firm’s clients. You will support our clients and have an excellent command of client goals, circumstances and objectives. During your interactions with firm clients, you will provide extensive financial advice pertaining to many aspects of their financial lives.

 As a trusted advisor, you will use your training and prior experience to provide high-quality, top-tier personalized guidance and advice.

Requirements

Innovative and self-starting

5+ years of relevant experience in an RIA or Top Tier Bank

Excellent interpersonal skills

Effective team player

Extensive experience in securities analysis

Expertise in providing investment advice and solutions to HNWI

Undergraduate degree + CFA, CFP or other advanced degree required

Series 65, IAR or comparable preferred