our strategy and people help us deliver the industrys most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth Deliver sound investment advice and strategies strategy based on market performance Manage the day-to-day operations of the portfolio, establish the working plan of each project phase Analyze and appraise the effectiveness of sales methods, costs, and results Facilitate project review and checkpoint meetings Bachelors degree in finance or related field Current certificates, which may include CFA, CFP, CAIA 1-2 years of financial or investment experience Knowledge of securities, insurance, and mutual fund industries Personal integrity and the ability to keep client and company confidences Proficient with financial planning software