Portfolio Manager | McLean, Virginia

Reference Number: DW6460
Location: McLean, Virginia

Judson Group has partnered with a growing, fee-only wealth management firm in the search for a Portfolio Manager. The Portfolio Manager helps to maintain client relationships through investment research and planning needs, client communications, and coordinated delivery of services to individuals and families.

Responsibilities:

  • Prepare, review and deliver investment plans, investment policy statements and other portfolio analysis/recommendations to clients and their financial planning teams.
  • Responsible for constructing investment portfolios and communicating investment message to the client via phone and in-person meetings.
  • Responsible for monitoring necessary accounts/investments, selecting appropriate investment strategies for clients and developing customized strategic asset allocations.
  • Comfortable splitting time between portfolio operations (trading/rebalancing), portfolio management and client relationship management.
  • Reviews client reports and assists with all planning and implementation for the client.
  • Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
  • Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.

Requirements:

  • 5+ years of investment/portfolio management experience.
  • Bachelor’s degree required; Advance degree a plus.
  • CFA highly preferred; CFP, CAIA designations a plus.
  • Strong communication and analytical skills with ability to present portfolio information to clients.

Compensation:
Attractive base salary with excellent benefits package.

Location: McLean, Virginia

Reference Number: DW6460

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