Portfolio Manager
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Job Location:
Williamsburg, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Overview
Chesapeake Wealth Management-
Chesapeake Wealth Management provides the highest level of comprehensive investment management and trust and estate services allowing our clients peace of mind and financial security in growing and protecting their wealth; our competitive advantage is our people.
Our vision is to expand Chesapeake Wealth Managements presence while earning a reputation for delivering holistic premier wealth management servicescultivating relationships that stand the test of time and support the financial wellbeing of every generation we serve. Chesapeake Wealth Management is a wholly owned subsidiary of Chesapeake Financial Shares.
Summary:
The Portfolio Manager analyzes securities manages client portfolios and executes rebalancing trading cash management and taxefficient strategies while ensuring alignment with client goals and fiduciary standards. The role includes preparing investment reviews supporting Relationship Managers in new business contributing to the Investment Advisory Committee and maintaining strong compliance and riskmanagement practices.
Responsibilities
- Analyze individual stocks bonds mutual funds and other investment products for consideration for inclusion in investment portfolios and models.
- Become proficient in operating systems and portfolio management software.
- Manage client accounts according to objectives and investment policies executing portfolio rebalancing cash management and tax efficient strategies.
- Manage implementation and trading of model strategies.
- Perform regular investment reviews presenting clients with information on asset allocation portfolio analytics performance and economic and market updates.
- Possess fiduciary standards knowledge.
- Assist Relationship Managers in new business efforts.
- Member of the Investment Advisory Committee.
- Provide other portfolio management support as needed working within a team approach.
- Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
- Other duties as assigned.
Requirements
- Bachelors Degree in finance economics or related business field preferred.
- CFA CFP or MBA preferred.
- Minimum of 5 years work experience in finance.
- Ability to work independently of daily supervision.
- Proficient in Microsoft Office: Excel Word PowerPoint and Publisher.
- Excellent oral and written communication skills.
- Strong analytical and quantitative skills with attention to detail.
- Ability to work with team members.
- Some travel to other CWM/CFS offices/regions may be required.
Required Experience:
Manager
