Associate Portfolio Manager (Santa Clara, CA, Hybrid)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As an Associate Portfolio Manager on the Investment Management Team, you’ll play a pivotal role supporting senior investment professionals in the development and oversight of investment products and processes to help our clients achieve their financial goals. This is an opportunity to work in a fast-paced and highly collaborative environment, applying your knowledge of finance, investment operations, and product development to develop scalable solutions for clients.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this role, we are seeking a candidate who loves diving into data, solving complex problems, and finding smarter ways to do things. If you’re passionate about building strong processes and bringing analytical insights to portfolio management, this might be the role for you!
Responsibilities:
- Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies
- Assist in the design and creation of processes and tools to support and scale the portfolio management function
- Work with wealth planning professionals to develop and manage customized strategies for retail clients
- Perform ongoing reviews and analysis of our clients’ customized portfolio strategies
- Help evaluate and ensure the quality of our investment advice and transactions
Requirements:
- BA/BS with strong analytical and quantitative skills and an excellent academic record
- 5+ years relevant experience in the investment management industry preferred.
- Strong technical and programming skills, including advanced Excel, SQL, Python for automation and analysis, and data visualization tools such as Tableau and QuickSight.
- Good understanding of portfolio theory and knowledge of financial instruments. Familiarity and experience with trading operations, retail wealth management, or retirement plans a plus.
- Excellent communication and interpersonal skills, and ability to interact with business partners, investment management partners, planners and others
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
