What are the responsibilities and job description for the Senior Portfolio Manager (Equity) position at Goelzer Investment Management, Inc?
JOB DESCRIPTION
Job Summary: The primary responsibility of the Senior Portfolio Manager is to serve as a leading member of the firm’s investment team, particularly by co-directing and communicating the firm’s public equity strategy. The Senior Portfolio manager will also be responsible for co-managing Goelzer’s proprietary large-cap equity strategies and managing select client portfolios in compliance with client investment policy statements. The Senior Portfolio Manager will also be required to perform in-depth fundamental analysis on select equities of particular importance to the firm and its clients.
Key Responsibilities:
- Co-manage Goelzer’s proprietary U.S. large-cap strategies (core and income).
- Lead the firm’s public equity strategy, including its allocation among domestic (large-mid-and-small-cap stocks) and international equities and its selection of underlying managers.
- Present the firm’s market insights and investment strategies to internal and external clients.
- Support the firm’s marketing efforts by writing market and strategy insights and participating in public events and speaking engagements.
- Provide in-depth fundamental analysis of select equity securities to support client advisors as needed.
- Serve on assigned committee(s) on Investment Policy Committee
- Manage select client accounts in compliance with client investment policies and in coordination with client advisor.
- Participate in client meetings as needed
- Other duties as assigned
Work Experience / Knowledge:
- Minimum 10 years of experience in equity analysis and portfolio management.
- Expertise in fundamental equity analysis, including application and interpretation of valuation models.
- Expertise in portfolio theory and management.
- Familiarity with quantitative equity management concepts and applications.
- Competency in the use of Tamarac Rebalancer (or similar system such as Orion or Black Diamond) will be required
Skills / Other Personal Attributes Required:
- Excellent interpersonal, collaboration, and consultative investment advisory skills.
- Dedication to professionalism, ethics, and confidentiality.
- Excellent analytical and quantitative skills (i.e., financial and data analysis).
- Passion for the industry and a constant desire to continually learn and research relevant subject matter.
- Excel and PowerPoint skills are required, and the ability to quickly master the firm’s CRM is essential. Advanced Excel and PowerPoint skills are a plus.
- Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
- Ability to produce high-quality work in a demanding, often time-constrained, environment is crucial.
- Associate Wealth advisors demonstrate initiative, creativity, judgment, maturity, and poise.
Education:
- Minimum Required: Bachelor’s degree in Business, Finance, or related field.
- Chartered Financial Analyst Designation
