Vice President - Portfolio Manager

Whittier Trust Vice President, Portfolio ManagerWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients.

Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.Position SummaryThe primary responsibility of the Vice President, Portfolio Manager ("PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines.

In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.Primary ResponsibilitiesManage portfolios to achieve client objectivesMake and implement investment decisionsMaintain asset allocations within client guidelines and department policiesAnalyze economic, asset class, sector or company fundamentals as a member of smaller working teams or SatellitesLead or assist in internally managed strategies and asset allocationParticipate in weekly and monthly investment meetings and communicate regularly with others in the Investment DepartmentMeet with clients on a regular basisCommunicate with and make presentations to clients, prospects and referral sourcesParticipate in Business Development initiatives to achieve established goals for new revenuesWork with Client Administrators on shared accountsDesired Skills/ExperienceBachelor's degree from an accredited 4-year universityMBA from top-tier business school, preferred not essentialCFA designation preferred not essential10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cashStrong investment research experienceInvestment experience with alternative assets a plusStrong communication, client relationship and business development skills as well as an entrepreneurial spiritSuperior ability to identify and build relationships with qualified prospectsPersonal CharacteristicsStrong people skillsClient service focusEffective verbal and written communication skillsHigh integrity with a diligent work ethicTeam/people orientedHighly organized with good time management skillsMeticulous attention to detailValid driver's license and the ability to travel by airplaneCompensationA competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.Base salary range: $150,000 - $200,000.QualificationsPreferred SkillsExcel: ExpertAnalytical: AdvancedPreferred BehaviorsTeam Player: Works well as a member of a groupDetail Oriented: Capable of carrying out a given task with all details necessary to get the task done wellThought Provoking: Capable of making others think deeply on a subjectPreferred MotivationsAbility to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organizationRequired EducationBachelors or better.Preferred EducationMasters or better in Business Administration.Preferred Licenses & CertificationsChrtrd Financial AnalystEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.