Portfolio Manager, Traditional Investments

Freestone Capital Management•Seattle, WA

7d•Onsite

About The Position

Freestone is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Team. The Portfolio Manager will be tasked with overseeing our equity and fixed income platform and will be involved in all aspects of portfolio management, from construction, performance, and research to client service and sales. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Managers must be well-versed in a broad range of investment disciplines and strategies. This position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies. Unlike many RIAs, Freestone has a robust investment team that makes all investment strategy decisions, while Client Advisory teams focus on working with clients and communicating our investment process. Success in this role will be directly related to the hire's ability to distill and communicate our unique investment process in the public markets while building relationships with our client advisors, operations, and legal/compliance teams.

Requirements

Bachelor’s degree and 7+ years of public market investment experience at an RIA, an asset manager, or as a sell-side analyst
Strong client service orientation with a grasp of key issues impacting high net worth clients
Sound investment judgment and risk management
Strong knowledge of capital markets
Strong analytical track record, both qualitative and quantitative
Appetite for innovation and high tolerance for change, complexity, and unpredictability with a “roll up your sleeves” mentality
Exceptional written and oral communication skills, including drafting and giving presentations
Ability to identify and describe key risk exposures and portfolio characteristics
Results- and performance-oriented, with comfort working in a collaborative team environment
Highest level of commitment to ethics and professionalism

Nice To Haves

CFA, CAIA, or other similar credential a plus
Higher energy and conviction a plus
Humble and kind
Ability to travel periodically as needed

Responsibilities

Stay abreast of market conditions and proactively recommend changes within our equity and fixed income strategies to our Investment Committee as necessary
Communicate approved changes to our internal trading teams and client advisor teams with oversight for execution
Provide capital market acumen to help formulate market views and ensure incorporation into portfolios on a timely basis
Mentor junior investment team members
Manage relationships with our third-party SMA providers
Partner closely with our CIO and Head of Investments in order to capture best ideas for our global equity platform
Complete analytical reviews of managers, strategies, and asset classes
Conduct onsite manager due diligence
Analyze and recommend new candidate managers in equities and bonds
Draft and publish public market research for internal and external audiences
Collaborate with our investment strategist, as well as compliance and marketing to produce quarterly commentary for client advisory teams
Help us to tell our story with an eye toward generating new business
Partner with our investment strategist to respond to ongoing questions from our client advisor teams regarding our equity and bond offerings
Build the team’s reputation for professional excellence and credibility within Freestone and throughout the investment management community