Portfolio Manager

Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial - a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

We're seeking a Portfolio Manager to join our Souderton based team.

Serve as portfolio manager for day-to-day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines

Utilize trading and portfolio management systems to monitor account positioning across various strategies; recommend trading actions to ensure adherence to strategy and risk targets

Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.

Assist in the new account and strategy transition process

Assist with various scalability initiatives across the platform

Perform additional ad-hoc analysis and relay relevant information to the advisor for action

Liaising with other departments internally, including advisors, portfolio managers, compliance, research analysts, and client service

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Bachelor's Degree and 5+ years of relevant investment experience

The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment

Basic investment knowledge spanning multiple asset classes and investment styles

Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization

An interest in the financial markets, industry regulations and portfolio management

Trading experience with TD Ameritrade, Charles Schwab, and/or Fidelity is preferred

Active Series 65 is preferred or the ability to obtain within 90 days

Click here for Benefit Information

#Girard

#LI-Hybrid

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

PI259605083