Tschetter Group is an independent wealth advisory firm focused on building life-long relationships with clients through a commitment to preeminence in planning, investment management, and client service. The Portfolio Manager position is a key contributor to the investment management team and an ideal candidate will bring the passion, experience, competitiveness, and dedicated intention necessary to generate preeminent investment results. This position also plays an important role in driving growth of the firm through supporting portfolio and market conversations with clients and prospects.
As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our team values and culture, and an excitement and enthusiasm in our mission to give clients optimism about life and money.
Portfolio Manager Responsibilities
Support Senior PM in management of the firm's core public equity strategies
Primary responsibility for other internally managed investment strategies; TBD, depending on experience and/or track record
Outside investment partner evaluation, selection, and monitoring
Excellent verbal and written communication of investment strategies and market insights for the benefit of TG clients and team
Support CIO in strategic investment platform initiatives
Qualifications
Education:
Bachelor's degree in Business Administration, preferably in finance/accounting.
MBA, CFA, or similar professional designation preferred.
Experience:
8+ years of experience in investment management and/or research roles.
Proven track record of successful investment decision making.
Skills:
Exceptional interpersonal and communication skills
Strong analytical abilities
Technology proficiency, including experience with FactSet and/or Bloomberg
Big picture strategic thinking
Attributes:
Client- and employee-focused with a passion for excellence.
Able to adapt to dynamic business environments.
Salary and Benefits
Salary competitive and based on experience.
May be eligible for incentive bonus tied to individual and investment strategy performance.
Benefits include dental, vision, health care, and 401(k) with company match.