Portfolio Manager

Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the portfolio manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about individual portfolios, but also help us define KPIs and create a roadmap for companywide operations.

Location:  Pasadena, CA

Responsibilities: 

• Constructing successful investment portfolios informed by market conditions and economic trends.
• Generating investment policy statements, outlining our clients’ investment objectives.
• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Maintaining existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends.
• Meeting with clients to discuss their portfolio performance and investment objectives.
• Drafting market commentary, case studies, and market analysis.
• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Staying up to date with relevant investment and trading news, and economic trends.
• Other ad hoc duties as assigned.

Experience and Technical Requirements: 

• Bachelor’s degree in business, economics, or finance.
• Professional certification such as a Chartered Financial Analyst (CFA), or similar qualification.
• FINRA Series 65, NASAA Series 66 and/or FINRA Series 7 licenses.
• 5 or more years of professional portfolio management experience.
• Detailed understanding of capital markets.
• Exceptional analytical skills.
• Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
• Experience with Schwab Advisor Services, Orion, Redtail and Riskalyze a plus.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented.

Company, Salary & Benefits Information: 

• Part of a privately held financial services firm in business for more than 50 years.
• Good work environment.
• Strong team atmosphere.
• Excellent benefits.
• Compensation range is $140,000.00 - $190,000.00 and commensurate with experience.  Compensation may include a combination of base salary and incentive compensation.  

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors. Learn more about us at www.sfgrpc.com. 

At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for candidates who share our values and are passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.