PORTFOLIO MANAGER
Apply NowCompany: BOSTON TRUST WALDEN COMPANY
Location: Boston, MA 02115
Description:
Boston Trust Walden Company Overview
Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.5 billion in client assets.
Boston Trust Walden distinguishes itself in several key ways, including:
Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden's structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm's structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.
One of Boston Trust Walden's strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.
Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.
The firm will make reasonable accommodations in the application process if requested by new job applicants.
Job Summary
Boston Trust Walden is seeking an experienced portfolio manager to join its Wealth & Investment Management team. The position entails a blend of investment and relationship management responsibilities, requiring a high level of interest and proficiency in both areas. The portfolio manager will be assigned to work with a range of client types, including a subset that are passionate about environmental and social issues.
Key Responsibilities
Qualifications:
This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. Specifics are dependent upon the team and should be discussed with the hiring manager.
Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.5 billion in client assets.
Boston Trust Walden distinguishes itself in several key ways, including:
- stable, diversified business model serving a variety of client types.
- compelling investment philosophy and excellent track record.
- longstanding leadership in ESG impact investing; and
- corporate culture grounded in shared values, as signified by the company's tagline, Principled Investing.
Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden's structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm's structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.
One of Boston Trust Walden's strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.
Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.
The firm will make reasonable accommodations in the application process if requested by new job applicants.
Job Summary
Boston Trust Walden is seeking an experienced portfolio manager to join its Wealth & Investment Management team. The position entails a blend of investment and relationship management responsibilities, requiring a high level of interest and proficiency in both areas. The portfolio manager will be assigned to work with a range of client types, including a subset that are passionate about environmental and social issues.
Key Responsibilities
- Serve as the primary investment contact and a trusted advisor for private wealth, endowment, and foundation clients
- Manage portfolios for an array of individual, family, trust, and institutional portfolios, each subject to customized needs of the client
- Collaborate with other members of our client service, wealth advisory, and investment teams to deliver first class solutions and high touch service
- Participate in business development meetings and other networking opportunities with prospective clients and third-party professionals
- Contribute to the Company's broader set of investment activities, including investment strategy and research, as well as the internal discourse on environmental and social issues important to clients
Qualifications:
- Minimum of ten years relevant experience within the investment management industry, including practical investment experience and demonstrated success working directly with clients
- Experience working with clients with values-aligned investment portfolios preferred
- Bachelor's degree or higher in a related field
- Attainment or progress toward a CFA designation, MBA, or MSF or other investment-related certification desired
- Strong interpersonal skills
- A commitment to client service and relationship building
- Excellent verbal and written communication skills
- Knowledge of financial planning, including tax, estate and philanthropic planning a plus
- Candidates must have a team-first attitude, an exceptional work ethic, and the adaptability to deal effectively with a range of client types and personalities
This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. Specifics are dependent upon the team and should be discussed with the hiring manager.