Portfolio Manager

United States·BethesdaFull Timemid

Project & Program ManagementPortfolio Manager

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Project & Program ManagementPortfolio Manager

Company Overview:

Chevy Chase Trust is a privately owned investment advisory firm offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

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.

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.

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.

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

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

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes eligibility for discretionary incentive compensation, healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Summary of Competitive Benefits & Perks:

Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company’s EAP
Pre-tax transportation options

Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled