Vice President - Portfolio Manager

Whittier Trust is a privately owned multi-family office providing exceptional client service and customized investment solutions for high-net-worth individuals and their families.

Requirements

• Manage client portfolios consisting of equities, fixed income, cash and alternative assets
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• Analyze economic, asset class, sector or company fundamentals
• Lead or assist in internally managed strategies and asset allocation
• Communicate regularly with clients, prospects and referral sources
• Participate in Business Development initiatives to achieve established goals for new revenues

Benefits

• Competitive compensation package
• Performance bonus
• Equity consideration
• Excellent medical plans
• Retirement plans (401(k) with company match)
• Dental, vision, life, and long term disability insurance