Investment Manager

What We Need

An Investment Manager who embodies our values, is excited about our mission, and has what it takes to help a fast-growing financial advisory firm manage assets under management (AUM).

With our growth goals in clear focus, we need someone to help execute on the strategy and add tremendous value to our clients and the team. 

Who Are We Looking For

A “Culture Advocate”. 

We are obsessed with our culture and protect it dearly. We want someone who gets excited for our mission and embodies these core values:

·      Other’s First – Serving leads to the greater good of our team, our clients, and our community.

·      Build Trust –Do what you say, no surprises; treat it like it’s your own; follow through.

·      Communicate Well – Listen first, speak second. Say what you mean, mean what you say. If there’s an issue, let’s deal with it. Simplify the complexities.

·      Be Hungry – Get after it! Process improvement: make it better than what you found it.

Key Responsibilities

·      Develop an Investment Policy Statement for the practice and help create a simplified version for clients.

·      Lead the Investment Committee and oversee investment review process.

·      Analyze and research market trends and economic data to inform investment decisions and find new investment opportunities.

·      Develop and implement tailored investment strategies for clients and collaborate with advisors to present to clients.

·      Monitor and manage discretionary portfolios client portfolios, ensuring alignment with financial planning goals.

·      Write market commentary, investment rationale, and deliver communication via appropriate channels (monthly and quarterly).

·      Potentially deliver market updates to clients virtually or in person.

·      Oversee opportunities within CRM and collaborate with advisors on targeting and closing those opportunities to help drive Net Flows.

·      Create a process to conduct 401k rebalancing calls with clients.

·      Oversee transactions and execution process for all trading activity

·      Prepare and present investment performance reports to clients’

·      Collaborate with other team members to enhance investment solutions.

·      Stay updated on regulatory changes and industry best practices. 

Qualifications

·      Bachelor’s degree in Finance, Economics, or related field; MBA or CFA preferred.

·      5 years of experience in investment management or financial advisory firms.

·      Proven track record of successful investment strategies and client management.

·      Strong analytical and quantitative skills.

·      Excellent communication skills:

• listens first
• simplifies the complexities
• high emotional intelligence (EQ)
• possesses strong interpersonal abilities for working with both the team and with clients.