Vice President - Portfolio Manager

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Requirements

• Manage portfolios to achieve client objectives
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
• Lead or assist in internally managed strategies and asset allocation
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
• Meet with clients on a regular basis
• Communicate with and make presentations to clients, prospects and referral sources
• Participate in Business Development initiatives to achieve established goals for new revenues
• Work with Client Administrators on shared accounts

Benefits

• Competitive base salary
• Performance bonus
• Excellent medical plans
• Retirement plans
• 401(k) with company match