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San Francisco, CA Full Time Posted by: Whittier Trust Company Posted: Tuesday, 2 March 2021

The primary responsibility of the Portfolio Manager (PM) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM is expected to participate in and contribute to the investment department through macroeconomic, industry and company research. The PM is expected to communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.


Manage portfolios to achieve client objectives
Responsible for making and implementing investment decisions and maintaining allocations within client guidelines and Departmental policies
Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
Assist in internally managed strategies and asset allocation
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in New Business Development initiatives to achieve established goals
Work with Client Administrators on shared accounts


Bachelor's degree from an accredited university
Portfolio management experience managing diversified portfolios of equities, bonds and cash
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
CFA and/or MBA preferred
10+ years of Portfolio Management and staff experience overseeing diversified portfolios of equities, bonds, cash and alternative assets
Superior ability to identify and build relationships with qualified prospects.
Strong investment research experience


Strong people skills
Good presentation skills
Keen client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail

San Francisco, CA, United States of America
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3/2/2021 5:25:11 PM

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