Portfolio Manager
CivicMinds, Inc
Portfolio Manager (Lutherville Office)
We are seeking a Portfolio Manager for a private wealth management firm focused on preserving and enhancing wealth. The Portfolio Manager is an important position within the firm and will work closely with the leadership team on investment evaluation, portfolio management, presentation creation, marketing, and client service. This role offers significant upward mobility and a rewarding long-term career path.
Key Responsibilities:
- Work closely with wealth advisors to evaluate and review client portfolios, including implementation, rebalancing, reinvestment of proceeds, tax-loss harvesting, cash activity, and trade execution
- Prepare and present client materials
- Create Excel-based financial models and PowerPoint presentations
- Support advisors in client prospecting and new business activities
- Communicate effectively with internal and external stakeholders
- Maintain understanding of public markets and investment philosophy
- Develop knowledge of alternative investments and financial planning best practices
Qualifications:
- Must be a Registered Investment Adviser Representative (IAR), such as CFA, CFP, CPA/PFS, or passing Series 65 or 66
- 4+ years of relevant experience preferred
- CFP certification preferred
Required Background & Skills:
- Bachelor’s degree in business, Finance, or Accounting (CPA, CFP, or CFA preferred)
- Strong analytical and decision-making ability
- Excellent organizational, technical, verbal, and written communication skills
- Ability to independently manage and interpret data
- High attention to detail
- Team-oriented with ability to work independently under deadlines
- Strong ethics, professionalism, and integrity
- Familiarity with Charles Schwab custodial services is a plus
Vacancy posted 14 hours ago
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