What are the responsibilities and job description for the Institutional Portfolio Manager position at FL Putnam Investment Management?
Location: New England (Must be based out of one of our 8 existing regional offices in New England from Portland, Maine to Providence, Rhode Island)
F.L.Putnam is an independent registered investment advisor that serves a diverse group of clients including individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, trust, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years.
At FLP, we value intellectual curiosity and a "solutions-first" mindset. We offer a collaborative environment where individual contributors have a direct impact on client success and firm growth. This position offers the opportunity to work within a premier New England-based investment team.
Position Summary
FLP is seeking a sophisticated Institutional Portfolio Manager to join our Institutional Advisory team. In this high-impact role, you will leverage deep financial acumen to thoughtfully construct portfolios designed around client investment objectives. As a key representative of FLP, you will operate in a professional, client-facing setting, delivering tailored investment strategies and Outsourced Chief Investment Officer (OCIO) services to our institutional partners.
In this role you will:
- Portfolio ConstructionOCIO Services: Build individualized financial portfolios for institutional clients and provide comprehensive OCIO services to meet complex organizational needs.
- Risk Management: Regularly rebalance portfolios to ensure alignment with client goals, maintaining strict compliance with Investment Policy Statements (IPS) and stated risk tolerances.
- Client Relationship Management: Act as a primary point of contact, promptly addressing client inquiries and providing expert guidance that adapts to evolving market conditions and client needs.
- Investment StrategyResearch: Actively participate in weekly research calls, presenting original investment ideas and providing constructive feedback on firm-wide strategies.
- GrowthRepresentation: Represent FLP's investment platform to intermediaries and clients. Play a proactive role in the market to drive organic growth and firm visibility.
- Market Monitoring: Maintain a current working knowledge of industry trends, best practices, and global market risks and opportunities.
- Professional Development: Maintain industry certifications and stay ahead of the curve through continuous education.
Requirements:
- 7 years of related experience working for an institutional investment management firm
- Bachelor's degree in finance, Business, Economics, Management, or a related field
- An MBA, CFA® or an equivalent professional designation is highly preferred
- A positive, solutions-focused attitude with a commitment to being intellectually curious, respectful, and kind in all workplace interactions
- Proven ability to exercise sound judgment and maintain absolute confidentiality regarding sensitive client information
- A track record of delivering consistent, high-tier customer service to both internal colleagues and external stakeholders
F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.