Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee discussions, and serving as a trusted resource to advisors and clients on market trends and opportunities.

Goals

· To understand, articulate and emulate the firm’s purpose and core values

· To become an integral part of the Foster Victor team, culture and workflow

· Effective problem solver

· Ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

· Lead research and portfolio strategy, with subject matter expertise in growth and technology sectors

o Conduct fundamental analysis including earnings reports, filings, and third-party research

o Identify new investment opportunities and recommend portfolio additions, adjustments, or replacements

o Present sector trends, investment ideas, and allocation recommendations to the Investment Team

· Manage ongoing portfolio oversight and implementation

o Regularly review holdings and asset allocations across models

o Execute approved portfolio changes and monitor performance against objectives

· Help manage fund wholesaler relationships

· Participate in client meetings as the Investment Guru

· Collaborate on investment tools and research for advisor and client education

· Participate in Quarterly Best Execution Committee meetings

· Contribute to Monthly Investment Committee meetings

· Collaborate on monthly/quarterly Client newsletter on markets

· Review QL 401k models and outside 401k recommendations

· Supervise cost-basis analysis for incoming and existing accounts

· Collaborate on the creation and maintenance of all investment collateral

Basic Requirements

· Chartered Financial Analyst (CFA)

· Bachelor’s Degree

· Series 65 (preferred)

· 10+ years of Investment and Portfolio Management Experience

· Growth and technology sector experience preferred

· Attention to Detail, Organized, Well-Spoken

Foster Victor Wealth Advisors

New Jobs

Portfolio Manager