What are the responsibilities and job description for the Portfolio Manager position at Foster Victor Wealth Advisors?
Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee discussions, and serving as a trusted resource to advisors and clients on market trends and opportunities.
Goals
• To understand, articulate and emulate the firm’s purpose and core values
• To become an integral part of the Foster Victor team, culture and workflow
• Effective problem solver
• Ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
• Lead portfolio management and investment strategy, across all asset classes and sectors
o Conduct fundamental analysis including earnings reports, filings, and third-party research to support portfolio decisions Collaborate with the Investment Team to evaluate new investment opportunities and recommendations for portfolio changes
o Present portfolio strategy, investment ideas, and allocation recommendations to the Investment Team
o Manage portfolio holdings and asset allocations across investment models, including ongoing evaluation of performance and risk
o Oversee the implementation of approved portfolio changes and monitor performance against investment objectives
• Help manage fund wholesaler relationships
• Collaborate on investment tools and research for advisor and client education
• Participate in Quarterly Best Execution Committee meetings
• Contribute to Monthly Investment Committee meetings
• Supervise cost-basis analysis for incoming and existing accounts
• Collaborate on the creation and maintenance of all investment collateral
Basic Requirements
• Chartered Financial Analyst (CFA)
• Bachelor’s Degree
• 6 years of Investment and Portfolio Management Experience
• Attention to Detail, Organized, Well-Spoken