Portfolio Manager, Investments

Bolthouse Investments, a subsidiary of Bolthouse Properties, is a multi-family office located in Bakersfield, California. It serves three generations of the Bolthouse family as well as other high-net-worth families. The Bolthouse family has a distinguished history of serving the community and its employees. Their businesses are built around four core values: humility, integrity, responsibility, and tolerance.

Responsibilities

Based in Bakersfield, California, the Portfolio Manager (PM) will report to the Chief Investment Officer (CIO) and will play a vital role in our investment process and the ongoing management of our client portfolios.

Key responsibilities will include:

· Collaborate with CIO and other members of the investment team in ongoing research and diligence for portfolio investment decisions, manager selection, and other investment related projects.

· Build and maintain model portfolios from approved manager/security lists.

· Analyze key risks in portfolios and provide recommendations on portfolio modifications.

· Lead portfolio implementation and trade management within client portfolios to ensure compliance with IPS and models.

· Develop investment policy statements (IPS) and monitor current IPS for necessary adjustments.

· Assist with research on client financial situations to provide guidance and solutions towards a resolution of the goals/objectives of each unique scenario.

· Work with our Director of Operations and other team members on investment-related operational workflows to drive efficiencies throughout the client service and reporting functions.

Qualifications

· A strong cultural fit with the family and the existing team members will be essential. Humility, discretion, honesty, and personal integrity are paramount qualities to succeed in this role.

· Candidates must be self-motivated with a sincere interest in investments, a strong desire to grow professionally, and a willingness to accept new responsibilities with the changing needs of our organization.

· Candidates should possess at least five years of investment or wealth management experience and previous experience at a family office, multi-family office, or wealth management firm is preferred.

· Candidates must have strong interpersonal and relationship management skills, including an ability to connect with a wide range of personalities.

· Candidates must have excellent written, verbal, problem solving, and analytical skills.

· Candidates must be proficient in the use of Excel.

· Candidates with or working towards a master’s degree, CFA, CFP, or other credentials are preferred.

Contact Information

Please submit your resume to: hr@bolthouseinvestments.com

Only qualified candidates will receive a response.

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k) 4% Match
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off

Work Location: In person

Salary : $100,000 - $150,000