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Job description
Portfolio Manager (Lutherville Office)
Black Diamond Financial is a private wealth management firm focused on preserving and enhancing wealth. We are seeking a Portfolio Manager for our Lutherville, MD office. The Portfolio Manager is an important position within the firm. This position will work closely with our leadership team including the firm’s founder, Matt Goette, on investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to significant upward mobility within the firm and a rewarding career.
Key responsibilities include, but are not limited to, the following:
Experience working closely with and assisting wealth advisors in evaluating and reviewing client portfolios including implementation, rebalancing, reinvestment of investment proceeds, loss harvesting, cash activity and trade execution
Experience preparing and presenting client materials
Significant excel modeling and PowerPoint presentation creation capabilities
Relevant experience assisting wealth advisors with client prospecting and new business activities
Strong communication skills with internal and external audiences
Sound understanding of our public markets investing philosophy
Good knowledge of our alternatives investing philosophy
Good knowledge of financial planning ideas and best practices
Qualifications include being a registered Investment Adviser Representative (IAR), which include either holding the designation of CFA, CFP, or CPA/PFS or passing the Series 65 or 66 exams
Required Background:
Candidates for this role will have a history of high achievement in exceeding goals and outperforming peers. The ideal candidate has 4 plus years of experience and will have passed the CFP exam.
Other Required Qualifications:
The ideal candidate will bring to the role investment experience, financial knowledge, a collaborative team mindset, and a proven work ethic. Success in this role will be supported by the following attributes:
Bachelor’s degree in Business, Finance or Accounting;
CPA, CFP or CFA preferred
Strong analytical ability and demonstrated sound judgment
Highly organized and must possess strong technical, verbal and written communication skills
Ability to independently manage and interpret data
Very high attention to detail
Team-oriented approach with the flexibility to manage work independently and meet time-sensitive tasks
High professional standards, with demonstrated honesty and integrity
Familiarity with Charles Schwab custodial services is a plus
Firm Overview:
Black Diamond Financial is a dynamic, fast-growing private wealth management firm with $1.4 billion in assets under management. We are a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help our clients achieve their financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, return optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.
Worksite address
lutherville, MD, 21093, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.