Vice President - Portfolio Manager

Position Summary

Vice President, Portfolio Manager role at Whittier Trust Company. Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families.

• Manage client portfolios of equities, fixed income, cash and alternative assets within established investment guidelines.
• Implement investment decisions and maintain asset allocations within client guidelines and department policies.
• Analyze economic, asset‑class, sector or company fundamentals as a member of smaller working teams or satellites.
• Lead or assist in internally managed strategies and asset allocation.
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department.
• Meet with clients on a regular basis and make presentations to clients, prospects and referral sources.
• Participate in Business Development initiatives to achieve established goals for new revenues.
• Work with Client Administrators on shared accounts.

• Bachelor’s degree from an accredited 4‑year university.
• MBA from a top‑tier business school, preferred not essential.
• CFA designation preferred not essential.
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash.
• Strong investment research experience.
• Investment experience with alternative assets a plus.
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit.
• Superior ability to identify and build relationships with qualified prospects.

• Client service focus.
• Effective verbal and written communication skills.
• High integrity with a diligent work ethic.
• Team/people oriented.
• Highly organized with good time management skills.
• Meticulous attention to detail.
• Valid driver’s license and the ability to travel by airplane.

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long‑term disability, and 401(k) with company match. Base salary range: $150,000 - $200,000.

Equal Opportunity Employer