Senior Portfolio Manager Equity
Senior Portfolio Manager Equity
Posted on :
05-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
- Wellness resources
JOB DESCRIPTION
Job Summary: The primary responsibility of the Senior Portfolio Manager is to serve as a leading member of the firms investment team particularly by codirecting and communicating the firms public equity strategy. The Senior Portfolio manager will also be responsible for comanaging Goelzers proprietary largecap equity strategies and managing select client portfolios in compliance with client investment policy statements. The Senior Portfolio Manager will also be required to perform indepth fundamental analysis on select equities of particular importance to the firm and its clients.
Key Responsibilities:
- Comanage Goelzers proprietary U.S. largecap strategies (core and income).
- Lead the firms public equity strategy including its allocation among domestic (largemidandsmallcap stocks) and international equities and its selection of underlying managers.
- Present the firms market insights and investment strategies to internal and external clients.
- Support the firms marketing efforts by writing market and strategy insights and participating in public events and speaking engagements.
- Provide indepth fundamental analysis of select equity securities to support client advisors as needed.
- Serve on assigned committee(s) on Investment Policy Committee
- Manage select client accounts in compliance with client investment policies and in coordination with client advisor.
- Participate in client meetings as needed
- Other duties as assigned
Work Experience / Knowledge:
- Minimum 10 years of experience in equity analysis and portfolio management.
- Expertise in fundamental equity analysis including application and interpretation of valuation models.
- Expertise in portfolio theory and management.
- Familiarity with quantitative equity management concepts and applications.
- Competency in the use of Tamarac Rebalancer (or similar system such as Orion or Black Diamond) will be required
Skills / Other Personal Attributes Required:
- Excellent interpersonal collaboration and consultative investment advisory skills.
- Dedication to professionalism ethics and confidentiality.
- Excellent analytical and quantitative skills i.e. financial and data analysis).
- Passion for the industry and a constant desire to continually learn and research relevant subject matter.
- Excel and PowerPoint skills are required and the ability to quickly master the firms CRM is essential. Advanced Excel and PowerPoint skills are a plus.
- Excellent communication skills (both verbal and written) organizational skills and keen attention to detail are critical.
- Ability to produce highquality work in a demanding often timeconstrained environment is crucial.
- Associate Wealth advisors demonstrate initiative creativity judgment maturity and poise.
Education:
- Minimum Required: Bachelors degree in Business Finance or related field.
- Chartered Financial Analyst Designation
With over 50 years of experience and more than $3.5 billion in assets under advisement Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream Invest and Live.
Goelzer Investment Management one of Indianas largest registered investment advisory firms is proud to announce that it was named again as one of the Best Places to Work in Indiana an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in ourBest Place to Work in Indiana press release.
Goelzer Investment Management one of Indianas largest registered investment advisory firms is proud to announce that it was named again as one of the Best Places to Work in Indiana an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in ourBest Place to Work in Indiana press release.
Our Core Values:
- Integrity: Difficult right over the easy wrong.
- Thoughtfulness: Thoughtful approach in all we do.
- Positivity: Striving to provide positive outcomes and an awesome client experience.
- Focus: We focus on what matters to you.
- Growth: Individual growth and team success.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
