Portfolio Manager Job at MAI Wealth Management, Inc.
MAI Wealth Management, Inc. Reston, VA 20190
$86,520 - $120,000 a year
GENERAL JOB DESCRIPTION
The Portfolio Manager will implement MAI’s investment strategy for high-net-worth clients and families. This person will also participate in various equity and fixed income committees that comprise MAI’s investment platform.
DUTIES AND RESPONSIBILITIES
- Frequent contact with clients through in person meetings, phone and written communication.
- Preparation and review of client reports.
- Providing advice and strategies related to clients’ investment portfolios.
- Regular review of client’s investment portfolios to align MAI’s asset allocation strategy with the client’s goals & objectives.
- Trading of individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
- Participates in business development process for prospective clients.
- Participates in various investment committees, including the asset allocation, equity, fixed income, mutual funds/ETF’s, and MLP committees.
- Maintain and expand investment, market and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
EXPERIENCE
- Greater than 10 years of experience in investment management field. Broad background in equity and fixed income markets.
- Bachelor's degree; Finance or Economics background preferred; MBA or CFA preferred.
KEY COMPETENCIES
- Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
- Strong written and oral communication skills.
- Ability to manage people and work as a member of a team.
- Skilled in time management.
- High attention to big picture and detail.
- Flexibility and adaptability to a dynamic environment.
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
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