Wealth Management Portfolio Manager - West Financial Services
At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset….our staff.
About The Job
West Financial is currently recruiting a Portfolio Manager. If you are the chosen candidate, you will be responsible for actively managing client portfolios using stocks and individual bonds as well as index and equity mutual funds. You will also monitor the performance of client accounts.
Areas of Focus:
Participates in the development of short
and long-term investment policies and strategies based on management investment
philosophy and client investment objectives. Participates in Investment Committee meetings and decisions as well as
contributes to Daily Strategy meetings. Performs periodic reviews of accounts
to monitor performance, maturing securities, cash balances, and rebalancing to
Implements the investment strategy;
monitors the accounts to ensure the asset allocation is maintained within the
parameters set forth; monitors portfolio performance and recognizes gains and
losses; assists in ongoing portfolio communication with clients; submits
portfolio changes to trader; and prepares for and conducts periodic investment
reviews with clients.
informed of developments in the security markets; follows specific company news
and industry sector trends; uses fundamental and/or technical research to
arrive at sound and timely investment decisions. Performs security research as directed by the
Chief Investment Officer or per client request.
Along with the
Relationship Manager, meets with prospects to explain company services and
prepare and delivers proposals to prospective clients.
requires a bachelor degree or higher in finance or related field and a thorough
knowledge of stocks, mutual funds and bonds. A Series 65 license highly desired. A CFP®, CFA, CPA or similar designation is strongly
preferred, or working toward one, with strong industry experience. A minimum of three years work related
experience is required, including experience in equity investments and asset
Work requires regular internal and
external contacts to carry out the company’s policies and programs.
Ability to effectively express ideas
orally and in writing, prepare business correspondence, summarize complex
reports, write procedures, and interpret complicated policies. Also involves making verbal presentations and
High level problem-solving skills are
required; problems are technically complex and require the collection,
interpretation, and analysis of data from diverse sources.
Excellent computer skills including Microsoft Excel and Word. Experience with Tamarac, FactSet, Bloomberg and Morningstar Advisor Workstation a plus.
We pay competitively to Market, and offer a 401(k) plan with employer match – both pre-and post-tax contributions. We also offer an Employee Stock Purchase Plan along with the following benefits:
In addition for employees who work 30 hours per week:
Sandy Spring Bank requires COVID-19
vaccination(s) as a condition of employment for all employees. Submission
of Covid-19 Vaccination Card is required if hired. Accommodations may be
available for those who are unable to be vaccinated for medical or religious
West Financial Services, a subsidiary of Sandy Spring Bank, is an
equal employment opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, disability status,
protected veteran status, or any other characteristic protected by law. We
maintain a drug-free workplace environment and perform pre-employment substance
If you require a reasonable accommodation to apply for a position with Sandy
Spring Bank, please call our job line at 1-800-399-5919 and select option
5. Requests are considered on a case-by-case basis.