Portfolio Advisor (Investment Management)

Location: San Diego, California, United States. Full-time, onsite role. Applicants must already be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Salary: $131,675–$223,905 USD annually, plus potential discretionary bonus and equity component.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Manage investment activities for personal trusts and individual portfolios ranging from small to mid-sized in revenue, size, and complexity.
• Develop investment recommendations designed to achieve individual client objectives.
• Analyze and continuously revise investment strategies as client goals and needs change.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal partners, attorneys, and the broader client service team.
• Apply investment strategies, research methodologies, portfolio tools, guidelines, and new capability rollouts.
• Solve complex problems, follow risk management practices, and provide feedback on investment initiatives and changes.

Requirements

• 6–8 years of investment experience, including research, with consistent long-term investment performance meeting objectives.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment instruments, strategies, and marketplaces.
• In-depth conceptual and practical knowledge of the relevant job discipline, with basic knowledge of related disciplines.
• Decision-making, sales, and negotiation skills for revenue generation and sensitive client situations.
• Ability to act as a resource for colleagues with less experience.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional development.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance options.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.