Investment Strategist-Portfolio Manager

Position Summary

Position Summary: This position is responsible for building, analyzing, and managing/rebalancing client portfolios as well conducting manager due diligence and monitoring investment manager performance. The PM/IS will also provide support to the Chief Investment Strategist (CIS) and Legacy Client Advisors in further developing our investment platform, building out our portfolio management capabilities, providing support in new business development initiatives (from an investment perspective), and contributing to the overarching manager research and asset allocation activities.

You will play an integral part in helping our clients implement their investment planning strategies to ensure their assets are always aligned with their personal objectives.

• Core responsibilities will include but not limited to portfolio implementation and rebalancing, ongoing portfolio monitoring, trading and maintaining asset allocation.
• Working closely with Client Advisors to achieve our client’s wealth management goals and objectives.
• Analysis and assessment of prospect portfolios.
• Onboarding, transitioning, modifying and the ongoing management of client investments from conceptualization through construction of client portfolios.
• Derive and implement all client portfolio activities consistent with the client’s and firm’s investment objectives and make suitable investment recommendations.
• Collaborate and work closely with the research team and other internal staff in making investment decisions based on the application of financial, economic and statistical data.
• Prepare, develop and review materials pertinent for ongoing portfolio analysis.
• Analyze and evaluate client performance reports.
  • Create and update Investment Policy Statements.
• Investment research and due diligence
  • Participate in ongoing manager/market/economic research with investment team
  • Take ownership of manager oversight covering select segments
  • Participate in manager change and strategic/tactical portfolio shift decision making process
  • Develop ideas, source and conduct due diligence on new strategies/managers
  • Assist with manager performance reports, manager commentary, and market commentary

• 10+ years of experience in investment management industry with clients that are primarily institutions, corporations and/or high-net-worth individuals.
• CFA, CAIA, or comparable advanced investment designation required (CFA strongly preferred)
• Manager due diligence experience both traditional, and, ideally, alternatives (e hedge funds, private equity, venture capital, private real estate) preferred.
• Experience with developing investment strategy, asset allocation and portfolio construction.
• BA or BS degree in business, accounting, finance or economics.
• Proficiency in Word, Excel, Outlook and experience having worked in portfolio management/rebalancing (e.g. Red Black, Addepar, Tamarac) as well as performance reporting software (e.g. Black Diamond, Orion, Investment)
• Detail-oriented, accurate, organized, able to set priorities and work independently.
• Strong written and verbal communication skills.
• Self-starter, ability to take initiative.
• Team player, collaborative, able to work with and through others.
• Desire/ability to work successfully in an entrepreneurial sales environment.
• High degree of personal integrity.
• Ability to work with interactive software to support daily functions.
• Commitment to Legacy’s Core Values of…
  • Client First
  • Work Hard
  • Excellence
  • Positive Attitude
  • Respect Always Do the Right Thing

Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra-high net-worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.

• Medical, Dental, and Vision Insurance
• Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
• Voluntary Life and AD&D Insurance options available
• Flexible Spending Accounts (FSA) and Dependent Care Accounts
• 401(k) Plan
• Paid Time Off (PTO)
• A culture of professional growth, stability, and long-term success