What are the responsibilities and job description for the Portfolio Manager position at Univest?
Overview
Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial - a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.
We're seeking a Portfolio Manager to join our Souderton based team.
Responsibilities
Serve as portfolio manager for day-to-day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
Utilize trading and portfolio management systems to monitor account positioning across various strategies; recommend trading actions to ensure adherence to strategy and risk targets
Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.
Assist in the new account and strategy transition process
Assist with various scalability initiatives across the platform
Perform additional ad-hoc analysis and relay relevant information to the advisor for action
Liaising with other departments internally, including advisors, portfolio managers, compliance, research analysts, and client service
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Perform Additional Duties As Required
Qualifications
Bachelor’s Degree and 5 years of relevant investment experience
The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
Basic investment knowledge spanning multiple asset classes and investment styles
Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
An interest in the financial markets, industry regulations and portfolio management
Trading experience with TD Ameritrade, Charles Schwab, and/or Fidelity is preferred
Active Series 65 is preferred or the ability to obtain within 90 days
Click here for Benefit Information
#Girard
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial - a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.
We're seeking a Portfolio Manager to join our Souderton based team.
Responsibilities
Serve as portfolio manager for day-to-day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
Utilize trading and portfolio management systems to monitor account positioning across various strategies; recommend trading actions to ensure adherence to strategy and risk targets
Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.
Assist in the new account and strategy transition process
Assist with various scalability initiatives across the platform
Perform additional ad-hoc analysis and relay relevant information to the advisor for action
Liaising with other departments internally, including advisors, portfolio managers, compliance, research analysts, and client service
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Perform Additional Duties As Required
Qualifications
Bachelor’s Degree and 5 years of relevant investment experience
The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
Basic investment knowledge spanning multiple asset classes and investment styles
Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
An interest in the financial markets, industry regulations and portfolio management
Trading experience with TD Ameritrade, Charles Schwab, and/or Fidelity is preferred
Active Series 65 is preferred or the ability to obtain within 90 days
Click here for Benefit Information
#Girard
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
