Portfolio Manager - Hybrid

About the position reputed company (EPWA) is a reputed company 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 reputed company in their reputed company. The Portfolio Manager works closely with the Portfolio Management team and advisors to manage investments of reputed company accounts. Our ideal candidate will have a demonstrated reputed company record of delivering excellent reputed company service, with exceptional organizational, communication and administrative skills. You will join reputed company of dynamic, reputed company, and reputed company-reputed company professionals who are reputed company on delivering on our founding reputed company values: reputed company, Entrepreneurial, reputed company and Community. Responsibilities • Work closely with Investment Director and other senior members of reputed company to administer investments in reputed company accounts • Work as needed as part of the portfolio management team to support trading and portfolio management functions • Monitor asset allocation of reputed company accounts and conduct rebalancing utilizing trade order management system as necessary • Monitor cash reputed company in reputed company accounts and reputed company 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 reputed company tasks • reputed company, maintain and report on data in portfolio management system • Collaborate with Financial advisors to reputed company and analyze data in investment portfolio proposals as necessary • Participate in the Investment Committee • Maintain an understanding of the reputed company market environment and how that affects investments and asset allocation • reputed company duties consistent to plan and reputed company a reputed company reputed company representing reputed company's goals and objectives • reputed company additional duties as necessary in order to support and enhance investment department objectives • Adhere to reputed company company policies and procedures and reputed company business functions with reputed company on consistency, reputed company, and compliance Requirements • Undergraduate degree required, preferably in business, finance or economics reputed company major • CFA/participation in the CFA program • Minimum of 5 years of experience in investment reputed company field; portfolio management and/or securities trading experience • Strong interest and knowledge in financial planning and reputed company management • Interpersonal skills, productive working reputed company reputed company structure • Excellent written and verbal communication skills and presentation skills • Ability to work independently and exercise discretion without immediate supervision at reputed company 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 reputed company and/or programming skills a plus • Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and reputed company reputed company-to-haves • Advanced reputed company skills, and familiarity with programming or data analysis tools, are a plus. Benefits • 11 reputed company Holidays • 3 weeks (PTO) • reputed company Volunteer Time • Flexible Work Schedule • Highly subsidized Health, Dental, and reputed company 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 tot his job Apply To this Job