Portfolio Manager

Company: MITCHELL SINKLER & STARR
Location: Philadelphia
Posted on: January 17, 2020

Job Description:

Mitchell Sinkler & Starr is an SEC-Registered Investment Advisor located in Philadelphia, Pennsylvania. -We provide comprehensive investment advice and service to high net worth individuals, trusts, estates, retirement accounts, and charitable institutions. - At Mitchell Sinkler & Starr, our Portfolio Managers are responsible for: Top-down economic and industry level analysis Bottom-up fundamental research of individual companies Portfolio construction of separately managed accounts including stocks, equity exchange traded funds, and individual bonds Development of client goals, objectives, and asset allocation Financial planning and other wealth management services Creating and presenting client-facing materials Direct client service through meetings, email, and phone calls New business development We are looking for candidates with the following qualifications: A minimum of five years' experience in Investment Management, Wealth Management, or Financial Planning A Bachelor's degree A CFA Charterholder, significant progress towards obtaining a CFA Charter, or an MBA Strong communication, presentation, and written skills Experience working with private clients The ability to work both within a team and independently A demonstrated interest in equity investing Strong personal references Relocation assistance is not available; candidates must live within the greater-Philadelphia area.

Keywords: MITCHELL SINKLER & STARR, Philadelphia , Portfolio Manager, Executive , Philadelphia, Pennsylvania