Five to ten years of investment management experience, including decision-making skills, research experience, a history of building strong client relationships, and delivering on commitments.
A bachelor's degree.
Understanding of financial markets, investment vehicles, and financial planning.
Advanced knowledge of portfolio management concepts and tools.
Proficiency with Bloomberg, FactSet, and other investment tools and systems relevant to portfolio management.
Proficiency with Microsoft Word and Excel.
Ability to organize work and handle multiple tasks concurrently.
Strong client management skills.
Quantitative abilities.
Interpersonal skills and flexibility to work with other staff members as a team.
Ability to initiate and follow through on projects.
Responsibilities
Manage client assets, including an equity strategy that follows the Global Thematic Equity strategy guidelines.
Maintain the integrity of clients' investment allocations in accordance with the Chief Investment Officer's Global Thematic Equity Model.
Contribute to the investments process through participation in macroeconomic and company-level research and forums aimed at continually improving portfolio management practices.
Assist in acquiring new clients.
Communicate with clients and participate in client meetings concerning financial planning, estate planning, and investment management.
Participate in firm-sponsored client and marketing events to increase awareness of the firm and seek new business.
Communicate with outside professionals, including accountants and attorneys, to facilitate client wealth management goals.
Work with Client Services and other firm resources to obtain information needed to maintain client satisfaction and retention.
Use the client relationship management system to document communications with and about clients.
Prepare reports and analyses for prospective-client and client meetings using portfolio-management reporting and accounting systems.
Desired Qualifications
An MBA.
A Chartered Financial Analyst (CFA) credential.
Salary Range: 180000 to 220000 (Currency: USD) (Pay period: per-year-salary)
Company Overview:
Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services.
The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client.
Job Purpose/Summary
The Portfolio Manager will manage client assets on a discretionary basis, consistent with the firm's Global Thematic Equity approach, as a senior member of the CCT investments organization and will discuss client goals, portfolio construction and investment performance with clients and prospects as an integral part of the broader client coverage team.
Company Core Values:
Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals.
Essential Job Functions of the Portfolio Manager:
Effectively manage clients' assets, including the management of an equity strategy which follows the Global Thematic Equity strategy guidelines.
Maintain the integrity of clients' investment allocations, consistent with the Chief Investment Officer's Global Thematic Equity Model.
Contribute to the CCT investments engine, through active participation in the macroeconomic and company-level research process and through forums designed to achieve a continued improvement to CCT's portfolio management practices.
Assist in new client acquisition.
Communicate with clients and participate in client meetings to address financial planning, estate planning and investment management.
Participate in CCT sponsored client and marketing events to improve the awareness of the firm and seek additional new business.
Communicate with the outside professional community (accountants and attorneys) to facilitate and achieve client wealth management goals.
Work closely with Client Services and other CCT resources to obtain information necessary to maintain high client satisfaction and retention.
Utilize the CCT Client Relationship Management System to document communication with and regarding clients.
Prepare reports and analyses for prospective client and client meetings using portfolio management reporting and accounting systems.
Required Education/Experience of the Portfolio Manager:
5-10 years of investment management experience with proven decision-making skills, research experience and a history of building strong client relationships and delivering on commitments
Bachelor's degree
Additional Job Qualifications of the Portfolio Manager:
Understanding of the financial markets, investment vehicles and financial planning
Advanced knowledge of portfolio management concepts and tools
Proficiency with Bloomberg, FactSet and other investment tools and systems critical to the responsibilities of a portfolio manager
Superb organizational skills, ability to handle multiple tasks concurrently
Excellent written and oral communication skills
Strong client management skills
Independent thinker
Excellent quantitative abilities
Excellent interpersonal skills and flexibility, including the ability to work with other staff members as a team
Ability to initiate and follow through on projects
Proficiency with MS Word and Excel
MBA and/or CFA preferred
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes eligibility for discretionary incentive compensation, healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Summary of Competitive Benefits & Perks:
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company’s EAP
Pre-tax transportation options
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.