What are the responsibilities and job description for the Portfolio Manager position at Empirical Wealth Management?
Job Description For Portfolio Manager
Job Category: Portfolio Manager
Job Type: Full Time
Job Location: Fort Worth TX Irvine CA
Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.
Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.
Job Description
We are seeking a talented Portfolio Manager to join the firm’s Seattle, Portland and Bay area offices. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.
Key Responsibilities
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
Job Category: Portfolio Manager
Job Type: Full Time
Job Location: Fort Worth TX Irvine CA
Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.
Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.
Job Description
We are seeking a talented Portfolio Manager to join the firm’s Seattle, Portland and Bay area offices. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.
Key Responsibilities
- Portfolio rebalancing and trading,
- Communication with high-net worth individuals, including:
- Working with financial advisors to design client investment strategies
- Direct client communication regarding execution of trades and any investment/portfolio questions
- Performance calculation and reporting
- Analysis of prospective client’s investment portfolios
- Conducting investment research
- Assisting the CIO and Investment Team in evaluating new investments/strategies
- Helping conduct due diligence on private/alternative investments
- Notifying advisor/client of cash flow issues, account restrictions, etc.
- 4 – 8 years work experience in finance and investments required
- Fluent in Mandarin and/or Cantonese
- Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred
- Obtained, or progress towards, CFA required
- CAIA or CFP is a plus
- Ability to do independent research and strong attention to detail
- Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position
- Advance knowledge of Microsoft Excel
- Friendly, strong desire to learn and ability to take direction
- Ability to work in a team environment
- Competitive salary ($150,000 – $200,000), opportunities to participate in client asset growth, as well as bonus potential
- Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
- 401(k) Plan with match
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
Salary : $150,000 - $200,000
