Associate Portfolio Manager

Full Time
Leola, PA 17540
Posted
Job description

Gross & Hartman Investments LLC is a 35-year-old investment advisory firm located in Lancaster County, Pennsylvania. We invest, advise, plan, and consult for a wide range of individuals, firms, and family office clients. Assets include tax-free fixed income, traditional fixed income, mutual funds, stocks, and ETFs. Both current Portfolio Managers hold the Chartered Financial Analyst (CFA) designation. G&H Investments offers a highly skilled professional career path within a small business atmosphere. The majority of the PM role will focus on the investment portfolio of G&H’s client base.

Associate Portfolio Manager (PM)

The Firm:

Gross & Hartman Investments LLC is a 35-year-old investment advisory firm located in Lancaster County, Pennsylvania. We invest, advise, plan, and consult for a wide range of individuals, firms, and family office clients. Assets include tax-free fixed income, traditional fixed income, mutual funds, stocks, and ETFs. Both current Portfolio Managers hold the Chartered Financial Analyst (CFA) designation. G&H Investments offers a highly skilled professional career path within a small business atmosphere. The majority of the PM role will focus on the investment portfolio of G&H’s client base.

The Position:

The PM will work closely with the current Portfolio Managers at G&H to achieve client investment goals. To reach these goals, the PM will help create, monitor, and analyze asset allocations, risk mandates, tax analysis, and stress tests for a client’s portfolio and financial assets. The position will have an excellent opportunity to gain experience in the investment portfolio management process.

Duties and Responsibilities:

- An organized process of evaluating client investments

- Maintaining asset allocation and rebalancing procedures

- Utilizing financial and investment reporting software

- Financial statement analysis

- Frequent meetings with portfolio managers to optimize portfolios and ideas

- Work with client accountant network

- QuickBooks Online

- Due diligence reporting

- Continued monitoring and optimization of investment portfolios

- Build network and relationships to source new investment ideas

- Research current and new investment managers (mutual fund analysis)

- Improve investment processes

- Investment reporting to clients

- Day-to-day administrative tasks

- Work closely with select HNW clients

Qualifications:

An experienced professional will offer the best outcomes for the PM position. A financial skill set is required. The individual will have high integrity and a strong work ethic to thrive in the G&H business environment.

- Undergraduate degree, advanced degree

- Professional certifications, (CFA, CPA, CFP, MBA)

- Appropriate series exams

- Understanding of tax and regulatory environments

- Interest in career growth within the investment industry

- Minimum of 3+ years of relevant experience

- Strong investment acumen and understanding of investment concepts/strategies

- Intellectually curious and proactive

Compensation/Benefits:

- Competitive salary, with tiers of advancement

- Profit sharing

- Retirement benefits

- PTO

Job Type: Full-time

Benefits:

  • Flexible schedule
  • Paid time off
  • Retirement plan

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Leola, PA 17540: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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