GENERAL JOB DESCRIPTION
The Portfolio Manager implements MAI’s investment strategy for high-net-worth clients and families within the Sports & Entertainment division. This person will also participate in various committees that comprise MAI’s investment platform.
DUTIES AND RESPONSIBILITIES
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Frequent contact with clients throughin-personmeetings,phoneand written communication.
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Prepares and reviewsclient reports.
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Providesadvice and strategies related to clients’ investment portfolios.
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Partners with financial plannersto provideholistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
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Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals &objectives.
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Tradesindividual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
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Participates inbusinessdevelopment process for prospective clients.
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Mayparticipatein various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee.
- Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, researchreportsand other industry publications.
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Reviews private opportunities and conducts other ad-hoc research for clients
EXPERIENCE/CREDENTIALS
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5+years of experience ininvestmentmanagement field.
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Broad background infinancialmarkets.
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Bachelor's degreeinFinance or Economicspreferred
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CFA charter holder or candidaterequired
COMPETENCIES
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Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
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Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
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Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
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Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
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Understands the big picture while still demonstrates attention to detail.
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Strong oral and written communication skills.
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Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
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Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.
FEATURED BENEFITS:
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Medical Insurance
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Dental Insurance
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Vision Insurance
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401(k)
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Health Savings Account
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Paid Maternity Leave
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Paid Parental Leave
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Tuition Reimbursement
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Annual Bonus
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Hybrid position
