Portfolio Manager at Baker Boyer

About Baker Boyer

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest.  We are Eastern Washington’s trusted financial advisor, serving the Walla Walla valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.   

What We Offer:

• Salary: 
  • Portfolio Manager - $80,000.00 - $120,000.00 annually, depending on experience, credentials, and qualifications. 
• Great Benefits! Medical, Dental, Vision plans with additional: 
  • AD&D & Life Insurance 
  • Long Term Disability 
• 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. 
• Paid Leave- 
  • 10 days* of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.
  • 7 days* of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave.
  • 3 Revive & Renew (R&R) days – We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they’re hired).

• 11 Paid Federal Holidays annually*

*Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.

• Life Assistance Plan
• Free access to financial counselors
• Employee Wellness Program
• 8 hours of paid volunteer time annually

Position Summary

The Portfolio Manager is responsible for managing client investment portfolios, with a focus on high-net-worth individuals and families. This role involves direct client contact, including participation in meetings and presentations, as well as collaboration with internal teams to deliver tailored investment solutions.

Key Responsibilities:

• Manage client investment portfolios to meet risk and return objectives.
• Conduct in-depth portfolio analysis and rebalance asset allocations as needed.
• Meet with clients to review portfolio performance and recommend adjustments.
• Prepare and deliver investment presentations to small and medium-sized client groups.
• Stay informed about market conditions, economic trends, and investment products.
• Conduct and document due diligence on investment ideas, products, and portfolio construction ideas.
• Stay informed about tax policy and legislation as it relates to tax efficient management of investment portfolios.
• Collaborate with wealth advisors and other internal partners to deliver holistic solutions, including assisting in the presentation of financial plans.

Qualifications:

• Bachelor’s degree in finance, economics, or related field; CFA, CPA, or CFP designation preferred.
• 2–5 years of investment management experience.
• Strong interpersonal and communication skills.
• Demonstrated ability to manage complex client relationships.
• Advanced knowledge of investment products and portfolio construction.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.

Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.