Whittier Trust Company
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts.
PRIMARY RESPONSIBILITIES
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
Lead or assist in internally managed strategies and asset allocation
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
DESIRED SKILLS/EXPERIENCE
Bachelor’s degree from an accredited 4-year university
MBA from top-tier business school, preferred not essential
CFA designation preferred not essential
10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver’s license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts.
PRIMARY RESPONSIBILITIES
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
Lead or assist in internally managed strategies and asset allocation
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
DESIRED SKILLS/EXPERIENCE
Bachelor’s degree from an accredited 4-year university
MBA from top-tier business school, preferred not essential
CFA designation preferred not essential
10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver’s license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr