Portfolio Manager/Financial Analyst

Job Description

Portfolio Manager/Financial Analyst
Position Summary \n

Telos Capital Management, Inc. is a leading, SEC registered investment advisor located in San Diego, CA, managing approximately $1.7 billion in individual client assets. We are seeking an experienced Portfolio Manager/Financial Analyst to join our investment team, with a deep focus and expertise in fundamental equity analysis and a demonstrated track record of independent security selection within a long-term, fundamentals-driven investment philosophy centered on risk-reward and quality businesses. This individual will take a lead role in bottom-up equity research, developing and articulating investment theses, constructing and maintaining client portfolios, and serving as a point of contact for client communication.

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Duties & Responsibilities \n

●      Conduct in-depth fundamental research on individual equity securities, including financial statement analysis, valuation, industry positioning, and competitive dynamics

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●      Develop and clearly articulate investment theses within the firm's investment committee for both equity and fixed income holdings

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●      Monitor existing holdings in the firm's investment models on an ongoing basis, re-assessing theses as new information and company fundamentals evolve

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●      Oversee portfolio asset allocation, cash balances, and risk exposures to ensure alignment with individual client objectives and risk tolerances

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●      Prepare and review trades across client accounts, ensuring consistency with model portfolios and client mandates

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●      Actively participate in weekly and monthly investment committee meetings as a collaborative member of a team-oriented research culture, contributing research findings and portfolio recommendations

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●      Lead client portfolio reviews and serve as a trusted point of contact for existing and prospective clients on investment matters

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●      Adhere to the firm's Code of Ethics, fiduciary standards, and continuing education requirements

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●      Perform other related duties as assigned

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Ideal Qualifications \n

●      Bachelor’s degree from an accredited university, with a strong background in accounting, finance, or economics; CFA charter is required

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●      Minimum 5-8 years of experience in equity research and/or portfolio management, ideally within a long-term, fundamentals-driven investment setting

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●      Demonstrated ability to independently analyze and select individual equity securities, with a track record that reflects sound judgment and risk discipline

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●      Deep understanding of financial statement analysis, valuation methodologies, business quality assessment, competitive positioning, and management's capital allocation track record

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●      Experience with fixed income credit analysis, bond selection, and trading

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●      Proven ability to build and manage relationships with high-net-worth clients

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●      Outstanding oral and written communication skills, with the ability to present complex investment concepts clearly and confidently to clients and colleagues

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●      Strong leadership qualities, sound independent judgment, and the ability to work collaboratively within a small, senior investment team with the initiative to work independently and proactively

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●      High level of professionalism, integrity, and a client-first mindset

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●      Confident self-starter who takes ownership of research coverage and portfolio decisions

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●      Strong desire to thrive in a dynamic, entrepreneurial small-company setting, taking initiative and embracing diverse responsibilities

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●      Advanced proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook), including advanced Excel (financial modeling, pivot tables, macros/VBA a plus)

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●      Experience with research and market data platforms such as FactSet, Capital IQ, or Morningstar Direct

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●      Familiarity with portfolio accounting/rebalancing and reporting systems (e.g., Orion, Black Diamond, Tamarac, Addepar, or iRebal)

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About Us \n

Headquartered in San Diego, Telos Capital Management, Inc. is a leading asset and wealth management firm with approximately $1.7 billion in assets under management and a team of 20 employees. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Our mission is to understand our clients' current and future financial needs, help them grow and safeguard their wealth, and guide them with diligence, integrity, and excellence. Our comprehensive wealth management solutions combine advanced technology with time-tested expertise and disciplined strategies to help our clients pursue the life they envision and leave a legacy that endures .

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Why Telos \n

At Telos Capital Management, Inc., our disciplined, long-term investment approach has helped our clients meet their financial goals. You'll have meaningful influence over the research coverage and portfolio decisions, the analytical tools and platforms to support rigorous fundamental work, and a real voice in shaping how the firm invests, with genuine opportunity to grow your leadership role as the firm grows.

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This position requires full-time, in-office presence at our San Diego, CA location. All applicants must be legally authorized to work in the U.S.

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Compensation: Telos’s compensation model is designed to attract and retain exceptional employees through competitive total compensation and a strong support structure. The starting base salary plus applicable bonus and incentives will vary based on the applicant’s education, experience, skills, and abilities.

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Benefits: Medical insurance, SIMPLE IRA, tuition assistance