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← Bfsaul

Portfolio Manager

Bfsaul
Location
Bethesda, Maryland
Posted
10 days ago
Department
Chevy Chase Trust
What they actually want (must-haves)
  • Experience in portfolio management
  • Ability to manage client assets on a discretionary basis
  • Strong understanding of investment performance and portfolio construction
  • Excellent communication skills for client interactions
What the job really is

The Portfolio Manager at Chevy Chase Trust will be responsible for managing client assets on a discretionary basis, aligning with the firm's Global Thematic Equity approach. This role involves engaging with clients to discuss their goals, portfolio construction, and investment performance as part of a collaborative client coverage team.

Benefits
  • 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
Things to weigh
  • Base pay is variable based on qualifications and experience, which may lead to uncertainty in compensation expectations.
  • The role is senior-level, which may require significant prior experience and expertise in portfolio management.
Job score3.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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