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Portfolio Manager - Vigilant Wealth Management
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Full-time
- We believe in active portfolio management that accommodates insightful observations of the business cycle and capital markets, and that reflects the best ideas generated by discipline individual security selection and manager due diligence processes.
- We believe that investing success is challenging, and that it requires the application of professional skill in an engaging environment that promotes collaboration, the exchange of ideas, and rigorous debate.
- Serve high-net worth individuals, families, non-profit organizations and institutions as the investment-focused member of our client service team
- Apply our investment philosophy and process to the client's portfolio, support the management and trading of the portfolio in a manner that is consistent with the strategic and tactical decisions set forth by the Investment Policy Committee, and that are also appropriate to our client-specific IPS
- Knowledge of Salesforce, Tamarac (portfolio accounting software), Factset, Bloomberg, Schwab Institutional website, and Fidelity Institutional website a plus
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