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Senior Equity Portfolio Manager 9/16/2016

DM Stone Walnut Creek, CA

DM Stone
Job Classification
Full Time
Company Ref #
Walnut Creek, CA
Job Type
AJE Ref #


Senior Equity Portfolio Manager. Our client is an established and growing Wealth Management firm with an opening for a Senior Portfolio Manager. This is an opportunity for an intelligent, positive and responsible person with high initiative, strong communication skills, a meticulous attention to detail and a desire to learn. Great people skills will be important. As a key member of the firm's Research team, your functions will include partnering with the Chief Investment Strategist to determine the investment philosophy, investment strategy and decision making process for the Research Department. The successful candidate will interface regularly with analysts, tactical strategy, advisor team and other areas of the firm. In addition, this individual can expect to discuss portfolios, performance and the markets with clients and answer their questions from time to time. Above all, this Sr. PM will work directly on the strategies, implementing his/her ideas and creating value for the firm's clients. Responsibilities: Select assets to be utilized in domestic and global investment strategies Integrate economic data to portfolio decisions Assess return risk characteristics for assets utilized in the impact on overall portfolio performance Assist in implementing analyst recommendations Provide performance updates to the Investment Committee and the Chief Investment Officer on a regular basis Qualifications: 10 years of investment experience Demonstrated track record of successful in


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