Portfolio Manager

MAI WEALTH MANAGEMENT, INC.•Independence, OH

2d•Hybrid

About The Position

The Portfolio Manager implements MAI’s investment strategy for high-net-worth clients and families within the Sports & Entertainment division. This person will also participate in various committees that comprise MAI’s investment platform.

Requirements

5+years of experience ininvestmentmanagement field.
Broad background infinancialmarkets.
Bachelor's degreeinFinance or Economicspreferred
CFA charter holder or candidaterequired
Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
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.

Responsibilities

Frequent contact with clients throughin-personmeetings,phoneand written communication.
Prepares and reviewsclient reports.
Providesadvice and strategies related to clients’ investment portfolios.
Partners with financial plannersto provideholistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals &objectives.
Tradesindividual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
Participates inbusinessdevelopment process for prospective clients.
Mayparticipatein various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee.
Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, researchreportsand other industry publications.
Reviews private opportunities and conducts other ad-hoc research for clients