Senior Portfolio Manager (Equity)
Company: Goelzer Invesetment Management
With over 50 years of experience and more than $3.5 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is proud to announce that it was named again as one of the Best Places to Work in Indiana, an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in our Best Place to Work in Indiana press release.
We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The primary responsibility of the Senior Portfolio Manager is to serve as a leading member of the firm’s investment team, particularly by co-directing and communicating the firm’s public equity strategy. The Senior Portfolio manager will also be responsible for co-managing Goelzer’s proprietary large-cap equity strategies and managing select client portfolios in compliance with client investment policy statements. The Senior Portfolio Manager will also be required to perform in-depth fundamental analysis on select equities of particular importance to the firm and its clients.
Key Responsibilities:
Co-manage Goelzer’s proprietary U.S. large-cap strategies (core and income).
Lead the firm’s public equity strategy, including its allocation among domestic (large-mid-and-small-cap stocks) and international equities and its selection of underlying managers.
Present the firm’s market insights and investment strategies to internal and external clients.
Support the firm’s marketing efforts by writing market and strategy insights and participating in public events and speaking engagements.
Provide in-depth fundamental analysis of select equity securities to support client advisors as needed.
Serve on assigned committee(s) on Investment Policy Committee
Manage select client accounts in compliance with client investment policies and in coordination with client advisor.
Participate in client meetings as needed
Other duties as assigned
Work Experience / Knowledge:
Minimum 10 years of experience in equity analysis and portfolio management.
Expertise in fundamental equity analysis, including application and interpretation of valuation models.
Expertise in portfolio theory and management.
Familiarity with quantitative equity management concepts and applications.
Competency in the use of Tamarac Rebalancer (or similar system such as Orion or Black Diamond) will be required.
Skills/Other Personal Attributes Required:
Demonstrate initiative, creativity, good judgment, maturity, and poise with a steady, no drama, collaborative approach.
Dedication to professionalism, confidentiality, and ethical behavior.
Professional communication skills (both verbal and written), organizational skills, and keen attention to detail.
Ability to produce high-quality work in a demanding, often time-constrained, environment.
Passionate about providing proactive, practical advice and helping team members achieve their goals and objectives.
Enjoys setting and achieving personal goals and objectives, with a proven ability to prioritize effectively.
Enjoys working in a fast-paced work environment and multi-tasking.
Enjoys collaborating with others to improve ideas and outcomes.
Excellent analytical, decision-making, and critical thinking skills.
Superior organizational skills and keen attention to detail.
Understand and respect for corporate structure.
Education
Bachelor’s degree in business, finance, or related field.
Chartered Financial Analyst designation.
About Us:
With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Goelzer is one of the largest Registered Investment Advisory firms in Indiana and has earned the Best Place to Work in Indiana for eight of the past nine years.
Our Core Values:
Integrity: Difficult right over the easy wrong.
Thoughtfulness: Thoughtful approach in all we do.
Positivity: Striving to provide positive outcomes and an awesome client experience.
Focus: We focus on what matters to you.
Growth: Individual growth and team success.
Interested candidates should visit the Goelzer Investment Management website to apply.
