What are the responsibilities and job description for the Portfolio Manager position at Foster Victor Wealth Advisors?
Summary
Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.
Goals
• To understand, articulate and emulate the firm's purpose and core values
• To become an integral part of the FV team, culture and workflow
• To be an effective problem solver
• The ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
- Develop new investment ideas and portfolios
- Manage portfolio holdings and research replacements
- Review quarterly earnings calls
- Present ideas and trends to investment team
- Regularly review current holdings and asset allocations
- Manage fund wholesaler relationships
- Participate in client meetings as the Investment Guru
- Assist in research and management of alternative investment solutions
- Create investment tools, recommendations, and research for advisors and clients
- Participate in Quarterly Best Execution Committee meetings
- Run Monthly Investment Committee meetings
- Prepare monthly/quarterly Client newsletter on markets
- Review QL 401k models and outside 401k recommendations
- Supervise cost-basis analysis for incoming and existing accounts
- Supervise creation of investment materials for client meetings
- Supervise the creation and maintenance of all investment collateral and reports
- Assist in various internal investment audits
- Supervise Proxy Voting
- IPS template and education
- Mentoring and educating staff
Basic Requirements
- Chartered Financial Analyst (CFA)
- Bachelor's Degree
- MBA (preferred)
- Series 65 (preferred)
- 10-15 years of Investment and Portfolio Management Experience