Client Portfolio Manager

Who We Are:

With offices in Los Angeles, Newport Beach, Boston and Sarasota, We are a family of employee?owned investment management firms that collectively manage equity and fixed income strategies. We attract and retain talented investment professionals through a culture focused on research, investment management and client success.

Our experienced corporate leadership team oversees a centralized support infrastructure to ensure that our distinct teams of investment professionals can focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as finance, compliance, trading, operations, client communication, marketing, and distribution.

We are currently seeking a Client Portfolio Manager to join our team.

The Client Portfolio Manager (CPM) is the primary liaison between our investment team and the outside world. CPMs work closely with Research Analysts and Portfolio Managers, serve as day-to-day contacts for clients, conduct update calls, participate in finals presentations, produce thought pieces, and serve as a resource for our firm’s internal teams (e.g., Sales, Marketing Communications, Trading, etc.) CPMs must develop a mastery of all aspects of our investment process and be able explain them clearly, in person and through written communications, to various external and internal audiences.

This role will be based Southern California (Los Angeles or Newport Beach). Candidate is expected to work in-office, unless traveling.

This role is focused on our Global, International and U.S. strategies.

This position will report to the Co-Chief Investment Officer.

What You Will Do:

• Develop a deep understanding of all aspects of our investment process and be able explain them clearly, in person and through written communications, to various external and internal audiences.
• Serve as proxy for Portfolio Managers and Research Analysts in presentations, finals and performance reviews with prospects, clients and consultants.
• Assist in creating content for marketing materials as well as author white papers and thought pieces.

What You Will Need:

• Minimum of 7 years working at an investment management firm, with experience conducting presentations and speaking in front of clients and prospects (background in equity research a plus)
• Outstanding verbal and written communication skills; strong interpersonal skills
• Ability to present in front of audiences of all sizes
• Passion for investing and studying businesses
• Detail oriented with high degree of accuracy and timely follow through
• Entrepreneurial drive and self-starter
• Willingness and excitement to travel 25-50% of the time
• Master’s degree from an accredited institution or equivalent experience
• CFA designation preferred

What We Have to Offer:

• Robust Health, Dental, and Vision insurance for you and your dependents
• 401(K) Retirement Plan with Employer Matching
• A culture that values inclusivity
• Flexible Paid time off, including annual Employee Volunteer Day
• Life, Critical Illness, Disability, and Accidental Injury Insurance
• Employee Assistance Program
• Various Company events throughout the year
• Employee Discount Program

Is This Role Right for You?

• We stand by our core values.
• We place our clients’ interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

Compensation Range: $165,000.00 - $225,000.00, plus commission.

We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.

We are an Equal Employment Opportunity Employer. We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.