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About the Role
Manage client portfolios consisting of equities, fixed income, cash, and alternative assets within established investment guidelines. Communicate regularly with and make presentations to clients, prospects, and referral sources. Participate in and contribute to the firm’s growth through business development and wider strategical efforts.
Responsibilities
- Manage portfolios to achieve client objectives
- Make and implement investment decisions
- Maintain asset allocations within client guidelines and department policies
- Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
- Meet with clients on a regular basis
- Communicate with and make presentations to clients, prospects and referral sources
- Participate in Business Development initiatives to achieve established goals for new revenues
- Work with Client Administrators on shared accounts
Requirements
- 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
- Strong investment research experience
- Investment experience with alternative assets a plus
- Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
- Superior ability to identify and build relationships with qualified prospects
- Strong people skills
- Client service focus
- Effective verbal and written communication skills
- High integrity with a diligent work ethic
- Team/people oriented
- Highly organized with good time management skills
- Meticulous attention to detail
- Valid driver’s license and the ability to travel by airplane
Skills
- Portfolio Management
- Staff experience
- Global portfolio management
- Equity management
- Bond management
- Cash management
- Alternative asset management
- Investment research
- Client relationship management
- Business development
- Communication skills
- Entrepreneurial spirit
Location
- Menlo Park
Work Type
- Full-time
Experience Level
- Senior
- 10+ years
Education Level
- Bachelor’s degree
- MBA
- CFA designation
Salary/Compensations
- $200,000 - $300,000
Benefits
- Competitive compensation package
- Base salary
- Performance bonus
- Equity consideration
- Excellent medical plans
- Retirement plans
- Dental
- Vision
- Life insurance
- Long term disability
- 401(k) with company match
About the Company
- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
- Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office.
- Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today.
- Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
- Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients.
- Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators.
- Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction.
- Employee turnover is low because of a high level of engagement and career fulfillment.