We’re seeking a future team member for the role of Director, IWM Portfolio Manager to join our Investment Management team. This role is located in Seattle, WA.
In this role, you’ll make an impact in the following ways:
- Independently manage a significant amount of assets within investment policy guidelines, including mellon flagship funds and other large or complex accounts.
- Direct a significant portion of AUM and/or manage external revenue of at least $10MM while contributing to client retention and business growth.
- Meet with clients and prospective clients to communicate investment strategy, market performance, and current market conditions, and serve as a spokesperson for the fund.
- Oversee portfolio performance, make timely portfolio adjustments, and make informed business decisions based on stakeholder input, data, and key performance indicators.
- Participate in investment committee activities and help develop policies and strategies to improve business performance.
- Supervise Senior Portfolio Managers and provide guidance to less experienced Portfolio Managers as needed.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
- 10–15 years of total work experience preferred, including over 10 years of investment experience for MBAs or CFAs.
- Strong investment management experience with the ability to manage complex portfolios and make sound portfolio decisions.
- Experience engaging with clients and business prospects to explain investment strategy and market outlook.
- Applicable local or regional licenses or certifications as required by the business.
- Bi-lingual capabilities are helpful, along with an understanding of local and cultural nuances that support client trust.
- Experience providing guidance to portfolio professionals and influencing team performance is preferred.