Company Name:
Approximate Salary:
Per Year
Location:
Seattle, Washington
Country:
United States
Industry:
Accounting/Finance
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Portfolio Manager (Seattle, WA)

As a Portfolio Manager you will:

Provide specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (BQT) (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated financial solutions to individuals and families and strategically build the client base. You will also:

• Operate within the team's client service strategy to ensure high quality client service.
• Engage the client/prospect, frame the discussion, and help convey the team mission to better position the Advisor for additional business opportunities.
• May provide direction to Client Specialists on the team regarding routine tasks and daily responsibilities.
• Guide the investment decision process by analyzing existing and potential opportunities and aiding in performance analysis and reporting functions.
• Create asset allocation studies utilizing data collected in the client profiling process.
• Ensure knowledge of entire investment solution suite and recommend investment solutions to the Financial Advisor or for client use based upon clients' needs and constraints.
• Monitor portfolios and implement portfolio changes.
• Prepare client reports for institutional and high net worth clients.
• Manage the account set up process and ensure timely investment of funds.
• Prepare and maintain models and trade activity history.
• Review account performance for accuracy and/or calculation adjustments.
• Aggregate firm holdings for review and monitoring.
• Preview incoming/existing client policy statements.
• Trade review: cash variances, limit orders, security activity.
• Assist in investment of daily cash flows.
• Specific designation required: CIMA or CPWA within 12 months of assuming the role.
• Provide Financial Advisors with quantitative specific analysis, including domestic and international equity, domestic fixed income, real estate, etc. (e.g. providing PIM Financial Advisors with investment analysis for clients' portfolios).
• Assist PIM Financial Advisors in the preparation of quarterly commentary.
• Conduct due diligence on investment managers and analyze client portfolios and recommend rebalancing, re-allocation as appropriate.
• Offer investment ideas based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the team's clients.
• Specific designations: CIMA, CPWA, CFA, CPA designation(s), as appropriate, within 12 months of assuming the role.

What makes this opportunity great:
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
  • Compelling careers working side-by-side with the best in the business
What we look for:

• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
• Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFA) or higher level education equivalent within a designated, specified period of time after assuming the role, depending on specialized area of emphasis, as appropriate.
• Series 7/66 required and other licenses, as appropriate.
• Minimum of three years of investment experience in a client facing role.
• Excellent presentation skills, very strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work independently.

Who we are:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than $167 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on FORTUNE's 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.