Portfolio Manager

Job description

**Company Overview:** Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services. The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client. **Job Purpose/Summary** The Portfolio Manager will manage client assets on a discretionary basis, consistent with the firm's Global Thematic Equity approach, as a senior member of the CCT investments organization and will discuss client goals, portfolio construction and investment performance with clients and prospects as an integral part of the broader client coverage team. ### Company Core Values: - **Excellence**: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance. - **Results**: Consistently going above and beyond to deliver exceptional results and value for the team and the organization. - **Ethics/Integrity**: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done. - **Teamwork**: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. ### Essential Job Functions of the Portfolio Manager: - Effectively manage clients' assets, including the management of an equity strategy which follows the Global Thematic Equity strategy guidelines. - Maintain the integrity of clients' investment allocations, consistent with the Chief Investment Officer's Global Thematic Equity Model. - Contribute to the CCT investments engine, through active participation in the macroeconomic and company-level research process and through forums designed to achieve a continued improvement to CCT's portfolio management practices. - Assist in new client acquisition. - Communicate with clients and participate in client meetings to address financial planning, estate planning and investment management. - Participate in CCT sponsored client and marketing events to improve the awareness of the firm and seek additional new business. - Communicate with the outside professional community (accountants and attorneys) to facilitate and achieve client wealth management goals. - Work closely with Client Services and other CCT resources to obtain information necessary to maintain high client satisfaction and retention. - Utilize the CCT Client Relationship Management System to document communication with and regarding clients. - Prepare reports and analyses for prospective client and client meetings using portfolio management reporting and accounting systems. ### Required Education/Experience of the Portfolio Manager: - 5-10 years of investment management experience with proven decision-making skills, research experience and a history of building strong client relationships and delivering on commitments - Bachelor's degree ### Additional Job Qualifications of the Portfolio Manager: - Understanding of the financial markets, investment vehicles and financial planning - Advanced knowledge of portfolio management concepts and tools - Proficiency with Bloomberg, FactSet and other investment tools and systems critical to the responsibilities of a portfolio manager - Superb organizational skills, ability to handle multiple tasks concurrently - Excellent written and oral communication skills - Strong client management skills - Independent thinker - Excellent quantitative abilities - Excellent interpersonal skills and flexibility, including the ability to work with other staff members as a team - Ability to initiate and follow through on projects - Proficiency with MS Word and Excel - MBA and/or CFA preferred