Ceritypartners
Portfolio Manager
Irvine, CA
No sponsorship$120k-$170kDetected 22 days ago
SalesforceExcelPerformance ManagementResearchLeadershipCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA
About the role
- The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm.
- This individual is responsible for driving investment process improvements for the team, and contributing to firm-wide initiatives, including research, model development, and thought leadership.
- For those needing accommodations, please reach out to careers@ceritypartners.com.
Responsibilities
- Developing and maintaining Investment Policy Statements (IPS)
- Perform other duties as deemed necessary or as directed.
- Our people drive our success by working together to deliver exceptional service to our clients.
- Why Cerity Partners:
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Requirements
- Bachelor's degree
- Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
- 7-10+ years of industry experience
- Required Credentials:
- Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
- Applicants must be authorized to work for any employer in the U.S.
Skills
- Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
- Experience with portfolio construction, asset allocation, and investment analysis
- Strong understanding of capital markets and portfolio risk management
- Must accept and thrive in a fast-paced, changing environment.
- Tenacious about doing what is right for the client - always.
Compensation
- $120,000 - $170,000
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
- Below is a glimpse of the key elements of our total rewards package:
Equal opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.