Portfolio Manager Associate (Investment Management)

Location: 455 Market Street, San Francisco, California, US 94105; in office

Salary: $92,114–$156,880 per year, plus eligibility for bonus and/or commissions.

Company

RBC Rochdale, an SEC-registered investment adviser and wholly owned subsidiary of hirify.global, provides investment research, portfolio management, macroeconomic outlooks, and strategic asset allocation for financial advisors and high-net-worth clients.

What you will do

• Implement proprietary investment strategies and strategic asset allocations for new and existing client portfolios.
• Partner with senior portfolio managers on trade recommendations, allocation changes, and client investment strategies.
• Execute trades and rebalance portfolios while considering investment mandates, cash needs, tax liabilities, and account restrictions.
• Monitor portfolios for strategy deviations and prepare portfolio review and risk/return analysis presentations.
• Respond to client and advisor inquiries with portfolio characteristics, economic updates, investment theses, and strategy explanations.
• Manage book-of-business analyses, team workflows, training, delegation, process controls, and cross-functional improvement initiatives.

Requirements

• Bachelor's degree or equivalent.
• At least four years of investment management experience.
• FINRA Series 65 or Series 66 license, or the ability to obtain one.
• Extensive knowledge of financial markets, portfolio management, and the firm's investment and research philosophy.
• Strong analytical, communication, relationship management, problem-solving, judgment, and attention-to-detail skills.
• Working knowledge of proprietary trading and portfolio accounting systems, with the ability to train and develop colleagues.

Nice to have

• Master's degree, MBA, or CFA received or underway.
• Experience operating in a high-growth, high-volume environment.

Culture & Benefits

• Medical, dental, and vision coverage available from the first day of the month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Specialized health, family planning, fertility, and support programs.
• Career mobility support and colleague resource groups.