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Senior Portfolio Manager

Company: CCG Advisors
Location: San Diego
Posted on: March 14, 2018

Job Description:

Job Description Senior Portfolio Manager Firm OverviewCCG Advisors (San Diego) is a Registered Investment Advisory firm located in San Diego, CA that provides wealth management services to affluent families, local businesses, and charitable organizations. Our team of financial professionals have worked together since 2005 to deliver investment management services, together with financial, tax, and legacy planning. We recognize that our strength and success are linked to the quality and skills of our associates, and are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. CCG Advisors is seeking a Senior Portfolio Manager to join a highly talented team of wealth management professionals to support the broad framework of investment management solutions provided by the firm and its affiliated parties. If you are a passionate individual with high integrity, possessing strong leadership skills, and a commitment to the highest standards of excellence, we look forward to speaking to you about the opportunity. Job DescriptionWe are looking for an individual that works well in a team environment and can help provide superior client experiences. This role requires developing and maintaining strong working relationships with all members of our team, custodians, managers and firm clientele. This person should be an early adopter and advocate of technology solutions to enhance communication and client satisfaction. This role requires a high degree of efficiency in data interpretation and diligence. This person will be required to own and drive project initiatives, deliver clean metrics for business dashboards, and participate in meetings. The Senior Portfolio Manager will oversee all portfolio management administrative, procedural, and trading functions. This person will research, recommend, and implement improved systems for different aspects the firms’ portfolio management offering. This person will organize and deliver reports on the firms’ Key Performance Indicators “KPI’s”. The Senior Portfolio Manager will plan and direct all aspects of the organization’s investment programs, oversee the research, evaluation and selection of investment vehicles, and help make decisions to align the investment selections with the organization’s goals and risk tolerance. They will be responsible for actively managing client portfolio’s using a combination of securities, alternative investments, and third-party managers. They will also participate in the development and advancement of the firm’s investment strategy. Duties and ResponsibilitiesThe key areas of responsibility include: 1. Portfolio strategy, research, and implementation2. Trade execution3. Client and firm reporting4. Investment analysis and proposal generation Specific Responsibilities Include:1. Portfolio strategy, research, and implementation a. Document and systematize the organization’s portfolio strategy investment programs b. Research investment offerings and deliver recommendation to meet IC’s requirements c. Monitor and report on economic, earnings, political events that affect portfolio risk metrics d. Prepare, conduct risk management audits and report on recommended process improvement e. Research and propose risk mitigation strategies for concentrated positions; including options hedging f. Maintain portfolio models, benchmarks, client portfolio assignments g. Responsible for quarterly due diligence processes with each alternative manager 2. Trade execution a. Responsible for deployment of new investment assets b. Manage portfolio rebalancing and account strategy changes c. Ensure proper cash balances in accounts that provide income to clients d. Monitor, report, and trade high cash balances per advisor instruction e. Reconciliation of previous day trades f. Implement TOM trading software best practices and procedures g. Price options and option spreads h. Research and recommend loss harvesting strategies/trades for clientele 3. Client and firm reporting a. Provide monthly, quarterly, and annual AUM KPIs to management b. Implement a standardized process for performance reporting for redundancy c. Write client outreach communications 4. Investment analysis & proposal generation a. Conduct and report on portfolio analysis for prospects and clients b. Implement a standardized process for portfolio proposal generation c. Maintain portfolio strategy fact sheets 5. Other Miscellaneous a. Coordinate with third party compliance consultant to maintain compliance b. Project management - manage and report on one time projects and milestones c. Train employees on Orion Skills and Abilities1. Comprehensive knowledge & understanding of financial services and asset management industry2. Technology adopter with in-depth experience using Analytical Tools & Database applications (Orion, Hidden Levers, Right Capital)3. Excellent communication skills, with proven ability to work cross-functionally within an organizationEducation and Experience1. Minimum 10 years experience working in portfolio management role.2. Minimum of Bachelor’s degree in related field: Business, Accounting, Finance3. MBA a plus Software Proficiency1. Microsoft Office: Excel, Outlook, Word, PowerPoint – required2. Orion Advisor software – preferred3. Salesforce – preferred4. Schwab Institutional online Licenses and Certifications1. Series 63 and 65, or Series 66 required2. CFA, CFP, is a plus BenefitsCCG is proud to provide our employees a work environment that is challenging and rewarding. We offer competitive compensation including salary and bonuses. We also offer full health plans and other perks including Waffle Wednesday Breakfast served by company Managing Directors weekly and free Gym access Interested and qualified candidates should provide resume with general salary requirements. We value diversity and are proud to provide a work place free of harassment and discrimination. Company DescriptionCCG Advisors is a San Diego based investment advisory firm, comprised of financial professionals working together to deliver wealth management services to affluent clientele. Advisory professionals have worked together serving this group of clients since 2005. The company has a very tenured and mature client base.

Keywords: CCG Advisors, San Diego, Senior Portfolio Manager, Executive, San Diego, California

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