Portfolio Manager​/Financial Analyst

Telos Capital Management, Inc. is a leading, SEC registered investment advisor located in San Diego, CA, managing approximately $1.7 billion in individual client assets. We are seeking an experienced Portfolio Manager/Financial Analyst to join our investment team, with a deep focus and expertise in fundamental equity analysis and a demonstrated track record of independent security selection within a long-term, fundamentals-driven investment philosophy centered on risk-reward and quality businesses.

This individual will take a lead role in bottom-up equity research, developing and articulating investment theses, constructing and maintaining client portfolios, and serving as a point of contact for client communication.

Telos Capital Management, Inc. is a leading, SEC registered investment advisor located in San Diego, CA, managing approximately $1.7 billion in individual client assets. We are seeking an experienced Portfolio Manager/Financial Analyst to join our investment team, with a deep focus and expertise in fundamental equity analysis and a demonstrated track record of independent security selection within a long-term, fundamentals-driven investment philosophy centered on risk-reward and quality businesses.

This individual will take a lead role in bottom-up equity research, developing and articulating investment theses, constructing and maintaining client portfolios, and serving as a point of contact for client communication.

• Conduct in-depth fundamental research on individual equity securities, including financial statement analysis, valuation, industry positioning, and competitive dynamics
• Develop and clearly articulate investment theses within the firm's investment committee for both equity and fixed income holdings
• Monitor existing holdings in the firm's investment models on an ongoing basis, re-assessing theses as new information and company fundamentals evolve
• Oversee portfolio asset allocation, cash balances, and risk exposures to ensure alignment with individual client objectives and risk tolerances
• Prepare and review trades across client accounts, ensuring consistency with model portfolios and client mandates
• Actively participate in weekly and monthly investment committee meetings as a collaborative member of a team-oriented research culture, contributing research findings and portfolio recommendations
• Lead client portfolio reviews and serve as a trusted point of contact for existing and prospective clients on investment matters
• Adhere to the firm's Code of Ethics, fiduciary standards, and continuing education requirements
• Perform other related duties as assigned

• Bachelor’s degree from an accredited university, with a strong background in accounting, finance, or economics; CFA charter is required
• Minimum 5-8 years of experience in equity research and/or portfolio management, ideally within a long-term, fundamentals-driven investment setting
• Demonstrated ability to independently analyze and select individual equity securities, with a track record that reflects sound judgment and risk discipline
• Deep understanding of financial statement analysis, valuation methodologies, business quality assessment, competitive positioning, and management's capital allocation track record
• Experience with fixed income credit analysis, bond selection, and trading
• Proven ability to build and manage relationships with high-net-worth clients
• Outstanding oral and written communication skills, with the ability to present complex investment concepts clearly and confidently to clients and colleagues
• Strong leadership qualities, sound independent judgment, and the ability to work collaboratively within a small, senior…