Portfolio Manager at Empirical Wealth Management – Newport Beach, California

About Empirical Wealth Management

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

We are seeking a talented Portfolio Manager to join our team. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.

Key Responsibilities

• Portfolio rebalancing and trading,
• Communication with high-net worth individuals, including:

o Working with financial advisors to design client investment strategies

o Direct client communication regarding execution of trades and any investment/portfolio questions

• Performance calculation and reporting
• Analysis of prospective client’s investment portfolios
• Conducting investment research

o Assisting the CIO and Investment Team in evaluating new investments/strategies

o Helping conduct due diligence on private/alternative investments

• Notifying advisor/client of cash flow issues, account restrictions, etc.

Qualifications

• 4 – 8 years work experience in finance and investments required
• Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred
• Obtained, or progress towards, CFA required
• CAIA or CFP is a plus
• Ability to do independent research and strong attention to detail
• Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position
• Advance knowledge of Microsoft Excel
• Friendly, strong desire to learn and ability to take direction
• Ability to work in a team environment

Compensation

• Competitive salary, opportunities to participate in client asset growth, as well as bonus potential
• Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
• 401(k) Plan with match

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year