Assistant Portfolio Manager

Assistant Portfolio Manager

Maple Capital Management is a client-focused investment management firm that seeks to deliver exceptional financial solutions. We are seeking a highly motivated and detail-oriented individual to join our team as an Assistant Portfolio Manager based in our Montpelier, VT office. This is NOT a remote position.

In the capacity of an Assistant Portfolio Manager, you will assume a crucial position within our Portfolio Management team. Your key responsibilities will revolve around providing vital support to the team in the oversight, administration, and monitoring of client portfolios. This multifaceted role involves delivering top-tier service to clients, actively participating in marketing and investment endeavors, and assisting in the efficient management of workflow priorities for the Portfolio Manager.

Duties and Responsibilities:

•        Cultivate and strengthen relationships with our clients and the Portfolio Management team to ensure the delivery of superior service

•        Work closely with the PM team to prioritize and manage workflow efficiency

•        Efficiently manage incoming client requests, identifying priorities and ensuring tasks are promptly and accurately addressed by the relevant department

•        Enter and update client information in our databases and systems, maintaining data accuracy

•        Review and audit data to guarantee precision and reliability, providing necessary data and reports to team members as required

•        Facilitate the coordination of client and prospect meetings, assist in preparations for the meetings and business trips, develop proposals for potential clients, and actively participate in client meetings

·        Illustrate competence in utilizing Order Management Software, displaying the ability to execute portfolio rebalancing in tandem with Portfolio Managers

·        Engage in effective communication with our trading desk regarding equity and fixed-income trades

Our Assistant Portfolio Manager has:

·        A propensity to follow through and ensure that tasks have been completed in a timely manner

·        The ability to handle competing priorities with grace and composure

·        A desire to serve clients

·        Strong written and verbal communication skills

·        2 – 5 years of investment management experience

·        A true interest in the investment profession

·        A bachelor’s degree from an accredited college or university

·        CFA Or CFP preferred , or working towards accreditation

·        Experience with Client Relationship Software and Morningstar suite of products

·        A sense of humor

In this position you are probably NOT someone who:

·        Prefers work to flow to you smoothly

·        Struggles working with different or conflicting personalities

·        Struggles working on simultaneous projects with conflicting deadlines

·        Gets easily distracted

·        Is uncomfortable sharing mistakes

What’s in it for you?

·        Pay/benefits are competitive based on industry standards

·        Salary will be based on experience

·        Benefits include health insurance (100% of the premium covered by Maple Capital) and 401(k)

Why work with us?

•        Maple Capital is a fast-growing Registered Investment Advisor (RIA)

•        Work with an enthusiastic and hard-working team dedicated to client service and continuous improvement

•        You are a financial services professional looking to be challenged

If interested in the position, please send resume, cover letter and salary requirements to Liz Lewis, Senior Vice President & Portfolio Manager.

Maple Capital Management, Inc. is an Equal Opportunity Employer.