Portfolio Manager

Great Diamond Partners is an independent wealth management firm that intends to shake up the wealth management industry.  We serve individuals, multi-generational families and business owners.  We are a bunch of genuinely nice people who care deeply about each other and our clients. We are building a culture where business as usual wealth management is unacceptable. Integral to our business is our commitment to conscious capitalism and making a positive impact on our community.

We are launching a search for a Portfolio Manager to join our team.  This position creates and manages investment portfolios for our clients to ensure achievement of the client’s investment objectives. The person in this position loves to spend time doing fundamental and technical analysis, reporting analyses, and risk management. You enjoy creating client investment packages and have confidence in leading investment reviews.  You are also a down to earth person who genuinely enjoys your work and helping colleagues and clients and are looking for a place to work filled with people who enjoy that too.

What You’ll Do :

• Provide portfolio management and oversight services to clients of all ages and stages of wealth. Understand a client’s investment needs and risk tolerance to ensure those are expressed in the design of the portfolio.
• Participate on the Great Diamond Partners Investment Committee.
• Trade in stock and bond portfolios.
• Manage day-to-day portfolio activities of monitoring capital markets, individual securities, evaluation of third-party managers and individual securities, trading and implementation
• Deliver investment advice and strategies based on client needs and risk tolerance. Escalate issues that may jeopardize portfolio success.
• Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level.
• Establish and / or enhance and implement common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards.
• Define key performance indicators and create a roadmap of success for firm-wide investing standards.
• Maintain an in-depth understanding of market conditions, trends, and overall economic outlook. Have the ability to communicate about market conditions and the Great Diamond Partners view on markets to fellow team members and clients
• Develop and implement project management methodologies and best practices.
• Meet with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments.

You’ll be a great fit if you have :

What we offer you :

If all of this looks appealing and like the right next fit for you, we’d love to hear from you!

Great Diamond Partners is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.