About the Role Freestone is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Team. The Portfolio Manager will be tasked with overseeing our equity and fixed income platform and will be involved in all aspects of portfolio management, from construction, performance, and research to client service and sales.
Due to the complex nature of clients' investment objectives and related service needs, Portfolio Managers must be well-versed in a broad range of investment disciplines and strategies. This position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.
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
- Mentor junior investment team members
- Manage relationships with our third-party SMA providers
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
- 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 our investment strategist, as well as compliance and marketing to produce quarterly commentary for client advisory teams
- Help us to tell our story with an eye toward generating new business
- Partner with our investment strategist to 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
Qualifications & Skills - Bachelor's degree and 7+ years of public market investment experience at an RIA, an asset manager, or as a sell-side analyst
- CFA, CAIA, or other similar credential a plus
- Strong client service orientation with a grasp of key issues impacting high net worth clients
- Sound investment judgment and risk management
- Strong knowledge of capital markets
- Strong analytical track record, both qualitative and quantitative
- Appetite for innovation and high tolerance for change, complexity, and unpredictability with a "roll up your sleeves" mentality
- Exceptional written and oral communication skills, including drafting and giving presentations
- 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
- Ability to travel periodically as needed
Why Join Us?- Depending on your level of experience and credentials, competitive base salary starting at: $115,000 - $200,000; This role is also eligible for an annual discretionary performance bonus
- Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending
- Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays
- Meal perks, company events, team celebrations, and more
- A collaborative, fun, and supportive culture where you're encouraged to innovate and grow
Our Core Values- Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
- Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
- Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.
