Portfolio Manager - Hybrid
About the position
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion in AUM as of December 31st, 2025, 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. The Portfolio Manager works closely with the Portfolio Management team 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, Excellence and Community.
Responsibilities
• Work closely with Investment Director 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
• 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
• Participate in the Investment Committee
• Maintain an understanding of the current market environment and how that affects investments and asset allocation
• Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives
• Perform additional duties as necessary in order 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
Requirements
• Undergraduate degree required, preferably in business, finance or economics related major
• CFA/participation in the CFA program
• Minimum of 5 years of 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
• Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and Fidelity
Nice-to-haves
• Advanced Excel skills, and familiarity with programming or data analysis tools, are a plus.
Benefits
• 11 Paid Holidays
• 3 weeks (PTO)
• 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
Apply Now
Apply Now
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion in AUM as of December 31st, 2025, 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. The Portfolio Manager works closely with the Portfolio Management team 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, Excellence and Community.
Responsibilities
• Work closely with Investment Director 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
• 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
• Participate in the Investment Committee
• Maintain an understanding of the current market environment and how that affects investments and asset allocation
• Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives
• Perform additional duties as necessary in order 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
Requirements
• Undergraduate degree required, preferably in business, finance or economics related major
• CFA/participation in the CFA program
• Minimum of 5 years of 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
• Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and Fidelity
Nice-to-haves
• Advanced Excel skills, and familiarity with programming or data analysis tools, are a plus.
Benefits
• 11 Paid Holidays
• 3 weeks (PTO)
• 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
Apply Now
Apply Now