Job Details
Job Location: Torrance CA - Torrance, CA
Salary Range: $85,000.00 - $100,000.00 Salary
Job Category: Portfolio Management
Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $24 billion in AUM as of May 31st, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our Headquarter office located in Torrance, CA is hiring for an Associate Portfolio Manager. The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $85,000 - $100,000 plus annual bonus
Duties and Responsibilities
- Work closely with the Director of Portfolio Management and other senior members of the team to administer investments in client accounts
- Work as needed as part of the portfolio management team to support trading and portfolio management functions
- Work on model changes and rebalancing for non-Tamarac accounts
- Monitor asset allocation of client accounts and conduct rebalancing utilizing trade order management system as necessary
- Monitor cash levels in client accounts and adjust as necessary
- Produce periodic reports from trade order management system as necessary
- Work with compliance to document and report on trading activity
- Assist with other compliance related tasks
- Enter, maintain and report on data in portfolio management system
- Collaborate with Financial advisors to enter and analyze data in investment portfolio proposals as necessary
- Provide progress reports to manager and senior team members communicating timelines, delays, projected and mitigated issues, and outcomes
- Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives
- Perform additional duties as necessary to support and enhance investment department objectives
- Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Qualifications
- Undergraduate degree required, preferably in business, finance or economics related major; participation in the CFA program preferred
- 3-5 years experience in investment related field; portfolio management and/or securities trading experience
- Strong interest and knowledge in financial planning and wealth management
- Interpersonal skills, productive working within a team structure
- Excellent written and verbal communication skills and presentation skills
- Ability to work independently and exercise discretion without immediate supervision at all times
- Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
- Strong attention to detail and accuracy
- Ability to organize and present data; strong Excel and/or programming skills a plus
- Experience with Tamarac or other trade order / portfolio management software
- Experience with Bloomberg, Morningstar, Schwab and Fidelity platforms
What we Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays
- 3 Weeks (PTO)
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
- Complimentary Food and Snacks
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
