Job Description
Portfolio Manager
Job Type
Full Time
Qualifications
Bachelor’s degree (required)
CFA (preferred)
Three years’ experience in portfolio management
Description
Golden Fiduciary Services is a trust administration company in Greenwood Village, Colorado that specializes in the administration of Special Needs Trusts. We have a total AUM of $150M spread between trusts, IRAs, and investment accounts. The Portfolio Manager is responsible for the investment management of all AUM. Tasks include risk tolerance analysis, portfolio analysis, and submitting appropriate orders to obtain proper portfolio allocation, as well as sporadic meetings with current and prospective clients. This position offers a great opportunity for someone interested in managing a diverse blend of portfolios.
Primary Responsibilities
- Obtain a basic understanding of each client and their situation, including risk tolerance.
- Constantly monitor each portfolio and address performance and balance issues as they arise, including cash projections and needs.
- Perform constant research and market analysis to identify and understand trends that may help or harm portfolios.
- Buy and sell equities, ETFs, mutual funds, bonds, etc., as necessary.
- Attend meetings with both current and prospective clients to discuss investments and investment strategies. This will sometimes require local travel.
- Produce monthly, quarterly, annual, and as needed performance reports for internal and external clients.
Job Requirements
- A bachelor’s degree is required, CFA is preferred.
- Three years or more experience in portfolio management or similar field.
- Microsoft Office experience is required.
- Must have effective written and verbal communication skills.
Benefits
- 401(k)
- 401(k) employer match
- Health, Dental, and Vision Insurance
- Paid Time Off
Schedule
- Monday through Friday
- 8am – 5pm
Work Location
- In Office – Greenwood Village, CO
Job Type: Full-time
Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Englewood, CO 80111: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
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