À propos de ce poste Portfolio Manager chez Bfsaul
Bfsaul · Sur site · Bethesda, Maryland
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:
Required Education/Experience of the Portfolio Manager:
Additional Job Qualifications of the Portfolio Manager:
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
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