Business Strategy, Chartered Financial Analyst (CFA), Communication Skills, Construction, Data Quality, Identify Issues, Investment Analysis, Investment Management, Leadership, Multiplatform/Cross-Platform, Needs Assessment, Operations Research, Performance Analysis, Performance Reviews, Portfolio Analysis, Private Funding, Reconciliation, Securities, Systems Administration/Management, Team Lead/Manager
Role Overview:
- Execute and oversee trading and rebalancing activity — Place and monitor trades, set up and manage rebalancing software, and ensure portfolios remain aligned with models and cash targets.
- Play a key role in portfolio construction — Partner with advisors to customize client allocations, support recommendations across model portfolios and private alternatives, and apply a deep understanding of asset allocation and portfolio design.
- Own reconciliation and systems accuracy — Set up new securities and accounts, reconcile custodial and outside accounts, and ensure data integrity and accurate reporting across internal platforms.
- Support private investment performance review — Conduct quarterly performance analysis for private funds following valuation updates, and partner with Private Investments Operations to research, diagnose, and resolve performance discrepancies.
- Minimum of 5 years of experience in a Portfolio Management/Trading role and progress towards the CFA designation is strongly preferred.
Our ideal candidate for this role will strive to reflect our core values in the following ways:
- Excellence - Exhibits a clear understanding of company strategy and links that strategy to the functions of the portfolio management team.
- Ethical - Always acts in the best interest of the client, culture and the Morton team. Leads by example. Ensures accurate and precise portfolio management by team members.
- Empowerment - Is confident in ability to communicate the "why" behind investment decisions to the advisory team and/or clients.
- Empathy - Provides team with clear expectations, utilizes team members strengths, and provides them with the tools/resources necessary for their success.
- Engagement - Understands the job functions and is fulfilled by knowing how those functions contribute to the objectives of the firm.
- Enjoyment - Approaches interactions with team members and leadership as a two-way street, adding value through building relationships across teams.
Core Competencies
- Initiative – Identifies what needs to be done and doing it before being asked to or required by the situation.
- Communicates Effectively – Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Self-development – Actively seeking new ways to grow and be challenged using both formal and informal development channels.
- Drives Engagement – Creates a climate where people are motivated to do their best to help the organization achieve its objectives.
Our Offer:
- Competitive compensation package
- Retirement and health benefits
- Transparent career tracks and opportunities for advancement within the organization