Portfolio Manager, Traditional Investments

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Job description

Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. Consider joining us!

About the Role

The Traditional Investments Portfolio Manager will be tasked with overseeing our equity and fixed income platform in concert with our Chief Investment Officer. This hire will be involved in all aspects of portfolio management, from construction, performance, and research to client service and sales.

Unlike many RIAs, Freestone has a robust investment team that makes all investment strategy decisions, while Client Advisory teams focus on working with clients and communicating our investment process. Success in this role will be directly related to the hire's ability to distill and communicate our unique investment process in the public markets while building relationships with our client advisors, operations, and legal/compliance teams.

Portfolio Management

• Stay abreast of market conditions and proactively recommend changes within our equity and fixed income strategies to our Investment Committee as necessary
• Communicate approved changes to our internal trading teams and client advisor teams with oversight for execution
• Provide capital market acumen to help formulate market views and ensure incorporation into portfolios on a timely basis
• Partner closely with the CIO and Head of Investments to establish asset allocation and risk management policies
• Mentor junior investment team members

Research

• Partner closely with our CIO and Head of Investments in order to capture best ideas for our global equity platform
• Complete analytical reviews of managers, strategies, and asset classes
• Conduct onsite manager due diligence as necessary
• Analyze and recommend new candidate managers in equities and bonds
• Draft and publish public market research for internal and external audiences

Client Service and Sales

• Collaborate with compliance and marketing to produce quarterly commentary for client advisory teams
• Help us to tell our story with an eye toward generating new business
• Respond to ongoing questions from our client advisor teams regarding our equity and bond offerings
• Build the team's reputation for professional excellence and credibility within Freestone and throughout the investment management community

Our ideal candidate will have extensive demonstrable skills and experiences including the following:

• Bachelor's degree and 5+ years of public market investment experience at an RIA, an asset manager, or as a sell-side analyst
• Strong client service orientation with a grasp of key issues impacting high net worth clients
• Appetite for innovation and high tolerance for change, complexity, and unpredictability with a "roll up your sleeves" mentality
• Sound investment judgment and risk management
• Strong analytical track record, both qualitative and quantitative
• Exceptional written and oral communication skills, including drafting and giving presentations
• Strong knowledge of capital markets
• Ability to identify and describe key risk exposures and portfolio characteristics
• Results- and performance-oriented, with comfort working in a collaborative team environment
• Highest level of commitment to ethics and professionalism
• Higher energy and conviction a plus
• Humble and kind

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

In order to ensure a healthy and safe work environment, Freestone is requiring all new employees to be fully vaccinated and provide proof of their COVID-19 vaccination on or before their start date. Candidates who cannot receive the vaccine because of a disability-related reason or sincerely-held religious belief may request an accommodation related to this requirement.