Portfolio ManagerEmpirical Wealth Management • Newport Beach, CA, United States
Portfolio Manager
Empirical Wealth Management • Newport Beach, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 Notifying advisor / client of cash flow issues, account restrictions, etc. 4 – 8 years work experience in finance and investments required 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, 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 Wealth Management is a rapidly growing financial services firms, 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. Since opening in 2006, we have organically grown to over $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.
Our Culture
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 seeking a talented Portfolio Manager to join our team. 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 :
Qualifications
Compensation
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