What are the responsibilities and job description for the Investment Portfolio Manager position at Bedel Financial Consulting?
Company Description
Bedel Financial Consulting, Inc. is a fee-only wealth management firm specializing in providing clients with financial clarity and security. With approximately $2 billion in actively managed assets, Bedel is recognized among the top 25 Women-Owned Registered Investment Advisors (RIAs) in the U.S. by WealthManagement.com and as one of the Top 100 Financial Advisors in America by CNBC. The firm’s unique multidisciplinary approach combines financial planning and investment management to create personalized, balanced strategies for every client. Bedel's credentialed team, including Certified Financial Planners (CFP®), Certified Investment Management Analysts (CIMA®), and Chartered Financial Analysts (CFA), reflects their commitment to professional excellence.
Role Description
The Portfolio Manager will be responsible for managing and customizing investment portfolios that are tailored to the needs and financial goals of individual clients. The role will also involve active participation in the firm’s Investment Committee requiring involvement in the investment due diligence process, evaluating potential investments, and contributing to the overall investment strategy of the firm. This is an experienced position that requires strong client-facing skills and a deep understanding of investment strategies and market trends.
Job duties will include, but are not limited to:
- Regularly meet with clients to review portfolio performance, address concerns, and make necessary adjustments.
- Work closely with a retiring Senior Portfolio Manager to transition client relationships.
- Develop and manage investment portfolios customized for client needs, based on their financial goals and tolerance for risk.
- Meet with prospective clients to educate them on the firm’s approach to investment management in order to earn their business.
- Conduct thorough investment research and contribute to the due diligence process for potential investments as a member of the firm’s Investment Committee.
- Prepare and update client materials, investment plans, and other reports.
Desired Experience & Qualifications:
- 5 years of experience as a client-facing Portfolio Manager.
- Bachelor’s degree in business, finance, economics, or related field.
- CFA or CIMA® designation required.
- Strong understanding of financial markets, investment vehicles, and portfolio management concepts.
- Excellent communication and client-facing skills (both verbal and written).
- Familiarity with software commonly used by the firm (Orion, Schwab, Fidelity, Y-Charts, Salesforce) a plus.
For best response, please send your resume and direct any questions to Jonathan Koop at jkoop@bedelfinancial.com