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.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts.
PRIMARY RESPONSIBILITIES
- 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
DESIRED SKILLS/EXPERIENCE
- Bachelor’s degree from an accredited 4-year university
- MBA from top-tier business school, preferred not essential
- CFA designation preferred not essential
- 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
- Strong investment research experience
- Investment experience with alternative assets a plus
- Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
- Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
- Strong people skills
- Client service focus
- Effective verbal and written communication skills
- High integrity with a diligent work ethic
- Team/people oriented
- Highly organized with good time management skills
- Meticulous attention to detail
- Valid driver’s license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
Qualifications Skills Preferred EXCEL Expert Analytical Advanced Behaviors Preferred Team Player: Works well as a member of a group Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Thought Provoking: Capable of making others think deeply on a subject Education Required Bachelors or better. Preferred Masters or better. Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
What We Do
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin. True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
