The Role
Manage client assets on a discretionary basis using the firm's Global Thematic Equity strategy. Conduct macroeconomic and company-level research, maintain portfolio allocations, prepare investment reports, and communicate portfolio performance and financial planning matters to clients and prospects. Support client acquisition, marketing events, professional partner relationships, and client retention while contributing to investment management practices.
Summary Generated by Built In
Company Overview:
Chevy Chase Trust is a privately owned investment advisory firm offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
Job Purpose/Summary
The Portfolio Manager will manage client assets on a discretionary basis, consistent with the firm's Global Thematic Equity approach, as a senior member of the CCT investments organization and will discuss client goals, portfolio construction and investment performance with clients and prospects as an integral part of the broader client coverage team.
Company Core Values:
- Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
- Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
- Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
- Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals.
Essential Job Functions of the Portfolio Manager:
- Effectively manage clients' assets, including the management of an equity strategy which follows the Global Thematic Equity strategy guidelines.
- Maintain the integrity of clients' investment allocations, consistent with the Chief Investment Officer's Global Thematic Equity Model.
- Contribute to the CCT investments engine, through active participation in the macroeconomic and company-level research process and through forums designed to achieve a continued improvement to CCT's portfolio management practices.
- Assist in new client acquisition.
- Communicate with clients and participate in client meetings to address financial planning, estate planning and investment management.
- Participate in CCT sponsored client and marketing events to improve the awareness of the firm and seek additional new business.
- Communicate with the outside professional community (accountants and attorneys) to facilitate and achieve client wealth management goals.
- Work closely with Client Services and other CCT resources to obtain information necessary to maintain high client satisfaction and retention.
- Utilize the CCT Client Relationship Management System to document communication with and regarding clients.
- Prepare reports and analyses for prospective client and client meetings using portfolio management reporting and accounting systems.
Required Education/Experience of the Portfolio Manager:
- 5-10 years of investment management experience with proven decision-making skills, research experience and a history of building strong client relationships and delivering on commitments
- Bachelor's degree
Additional Job Qualifications of the Portfolio Manager:
- Understanding of the financial markets, investment vehicles and financial planning
- Advanced knowledge of portfolio management concepts and tools
- Proficiency with Bloomberg, FactSet and other investment tools and systems critical to the responsibilities of a portfolio manager
- Superb organizational skills, ability to handle multiple tasks concurrently
- Excellent written and oral communication skills
- Strong client management skills
- Independent thinker
- Excellent quantitative abilities
- Excellent interpersonal skills and flexibility, including the ability to work with other staff members as a team
- Ability to initiate and follow through on projects
- Proficiency with MS Word and Excel
- MBA and/or CFA preferred
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes eligibility for discretionary incentive compensation, healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Pre-tax transportation options
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
Skills Required
- 5-10 years of investment management experience
- Proven investment decision-making skills
- Investment research experience
- History of building strong client relationships and delivering on commitments
- Bachelor's degree
- Understanding of financial markets, investment vehicles, and financial planning
- Advanced knowledge of portfolio management concepts and tools
- Proficiency with Bloomberg, FactSet, and other investment tools and systems
- Strong organizational skills and ability to manage multiple tasks concurrently
- Excellent written and oral communication skills
- Strong client management skills
- Excellent quantitative abilities
- Excellent interpersonal skills and ability to work collaboratively
- Ability to initiate and follow through on projects
- Proficiency with Microsoft Word and Excel
- MBA and/or CFA
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The Company
What We Do
Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to commit substantial resources, will bring exceptional rewards.
