Portfolio Manager

MAI WEALTH MANAGEMENT, INC.•Independence, OH

15d

About The Position

The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.

Requirements

10+ years of experience in investment management field.
Broad background in financial markets.
Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
Understands the big picture while still demonstrates attention to detail.
Strong oral and written communication skills.
Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.

Nice To Haves

Bachelor's degree in Finance or Economics preferred.
MBA or CFA preferred.
Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.

Responsibilities

Frequent contact with clients through in person meetings, phone and written communication.
Prepares and reviews client reports.
Provides advice and strategies related to clients’ investment portfolios.
Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
Participates in business development process for prospective clients.
May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
Reviews private opportunities and conducts other ad-hoc research for clients.