Wednesday, September 30, 2009

Portfolio Manager, Boutique Wealth Mgmt Firm - Indianapolis

General Position Summary:
This individual will be an experienced investment portfolio manager with a minimum of 10 years of industry experience.  This individual will be a team member in the Investment Management Services group of the company.


Client consultative experience is required.  This person should have extensive portfolio management and research experience.  This person must be comfortable with and support investment diversification, use of mutual funds and equities, and an aversion to market timing strategies.  Someone having strong experience in equities would be a plus, as would knowledge of alternative investments such as derivatives, hedge funds, or private equity.

Position Responsibilities:
This individual will actively manage client investment portfolios based upon each client’s approved investment plan.  Meeting with clients on at least a quarterly basis, this Portfolio Manager will develop unique investment plans that are specific to each client utilizing the Investment Management Service.  As a member of the investment management team, this person will actively participate in investment research and selection for the company’s client portfolios.  

On at least a quarterly basis, Portfolio Managers will meet with investment management clients to discuss, review, and critique client investment plans.  Additionally, this person will participate as a part of the investment management team with two other Portfolio Managers and other support personnel.  

Working with the financial planning staff on client accounts, involvement in marketing the investment management services of the company, and pursuing new client relationships directly will be part of this person’s responsibilities.  There will be no requirement that this person transfer business or accounts from a previous employer.  However, special consideration may be given to candidates who could bring a portfolio of clients with them to the company. Business development activities could be a long-term responsibility for this person.


Career Solutions Group Inc. has been a retained Indianapolis search firm and Indianapolis executive recruiting firm since 1995, providing national corporate recruiting, exectutive search Indianapolis, corporate recruiting strategy, custom recruiting services, talent recruitment, talent acquisition strategy, talent selection, talent recruitment, talent strategy, custom recruiting solutions, and executive recruiting primarily to Indiana headquartered companies with up to 500 employees.


•Minimum of 10 years of active investment portfolio management experience is preferred.  Consideration will be given to appropriately experienced candidates with less experience.

•Must have strong written and verbal communications skills, as well as, computer skills with MS Office products.

•A strong preference will be given to candidates with a CFA designation or advanced degree with specialization in investment management.

•A documented track record of successful investment selection should be available for review or discussion.

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