Portfolio Manager - Hybrid

EP Wealth Advisors, LLC•Torrance, CA

23h•$110,000 - $150,000•Hybrid

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion in AUM as of December 31st, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Portfolio Manager works closely with the Portfolio Management team and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Requirements

Undergraduate degree required, preferably in business, finance or economics related major
CFA/participation in the CFA program
Minimum of 5 years of experience in investment related field; portfolio management and/or securities trading experience
Strong interest and knowledge in financial planning and wealth management
Interpersonal skills, productive working within a team structure
Excellent written and verbal communication skills and presentation skills
Ability to work independently and exercise discretion without immediate supervision at all times
Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
Strong attention to detail and accuracy
Ability to organize and present data; strong Excel and/or programming skills a plus
Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and Fidelity

Nice To Haves

Advanced Excel skills, and familiarity with programming or data analysis tools, are a plus.

Responsibilities

Work closely with Investment Director and other senior members of the team to administer investments in client accounts
Work as needed as part of the portfolio management team to support trading and portfolio management functions
Monitor asset allocation of client accounts and conduct rebalancing utilizing trade order management system as necessary
Monitor cash levels in client accounts and adjust as necessary
Produce periodic reports from trade order management system as necessary
Work with compliance to document and report on trading activity
Assist with other compliance related tasks
Enter, maintain and report on data in portfolio management system
Collaborate with Financial advisors to enter and analyze data in investment portfolio proposals as necessary
Participate in the Investment Committee
Maintain an understanding of the current market environment and how that affects investments and asset allocation
Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives
Perform additional duties as necessary in order to support and enhance investment department objectives
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Benefits

11 Paid Holidays
3 weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program