The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
COMPANY
Vicus Capital is an independent investment management firm with over $2 billion in assets under management headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), Vicus Capital works together with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership in their work; we don’t believe in micro-management. Evolving opportunities and advancement are forever encouraged.
LOCATION
This position will be operating out of our headquarters in State College, Pennsylvania.
Relocation assistance is not provided. This position is not eligible for remote work.
BENEFITS
This career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health Insurance, Dental & Vision Insurance, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.
POSITION SUMMARY
The Portfolio Manager, Managed Solutions will serve as a member of the Investment Management and Research (IMR) team. The position requires a passion for investing and detailed knowledge of global financial markets. This individual should have a keen interest in investment research, portfolio allocation/construction, supporting trade processes, and fund manager due diligence. The ability to maintain and strengthen relationships with financial advisors while acting as a liaison and product expert is a key component of this position.
WHAT ARE WE LOOKING FOR?
Candidates for this position should have prior experience in investment allocation, preferably in an RIA setting, with examples of over- and under-weighting of asset classes such as growth/value, large/small cap equity, international/domestic equity, and equity/fixed income. Investment ideas are generated independently as well as alongside other team members, and all members are encouraged to challenge and defend any investment thesis.
WHAT ARE YOU LOOKING FOR?
This is an opportunity to apply your skills in manager due diligence and macro research to a variety of investment allocations and products. Lead a team of individuals dedicated to designing and implementing innovative investment products and portfolios. Deliver world-class, high-touch service and insight by communicating detailed investment concepts to our network of financial advisors.
PRINCIPAL DUTIES AND RESPONSIBILITIES
REQUIRED SKILLS AND QUALIFICATIONS
PREFERRED SKILLS AND QUALIFICATIONS
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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