Investment Manager

Company Description:

Manchester Capital Management, LLC, is a multi family office with a staff of twenty three individuals operating out of offices in Manchester, Vermont and Montecito, California.  We currently serve approximately 120 households with discretionary assets of over $1.6 billion.

 

MCM offers comprehensive wealth management solutions to individuals, families, foundations, and endowments. Since the inception of our firm our primary focus has been working with wealthy families as their trusted advisor dedicated to helping them preserve their family heritage. We take great pride in the fact that as a privately owned firm we have absolutely no conflicts of interest in any of our business activities. We do not sell products nor do we charge commissions, or have soft dollar arrangements.  Serving exclusively as our clients’ advocate and integrator of financial affairs, our success comes only from our clients’ success. In addition, we provide the following key benefits:

  Open Architecture – We have access to world class managers, utilizing both traditional and alternative investment strategies, who have consistently outperformed their peer group.

  Experience - Our staff consists of individuals with truly exceptional talent. Including professionals who have had significant experience in wealth management as well as the former CEO of J.P. Morgan Investment Management. In fact, the origins of our firm can be traced back to perhaps the most investment intensive family office, (the office for Edmund Lynch of Merrill Lynch). As a result, our clients have exclusive access to investment vehicles and strategies not available to the public. 

  Service – Our team approach ensures exceptional levels of client service only possible from a firm dedicated to clients as partners, rather than customers. We also carefully limit the size of our firm to maintain the values and culture of a true family office. 

 

We offer candidates an exciting, fast paced working environment, a culture of mutual respect and commitment to maintaining the highest quality and service standards along with the opportunity to play a vital role in our growth.

 

Our website is – www.mcmllc.com

 

Role Summary:

As an Investment Manager you will work in a team environment to assist clients in managing their investment portfolios. In this role you will manage client relationships, provide and implement investment advice for discretionary managed accounts and service the needs of our clients in accordance with our client service standards. You will also be responsible for playing an integral role in developing new client relationships.

 

Duties and Responsibilities: Develop and manage client relationships including ongoing and regular client contact. Develop and execute  investment programs and allocations designed to achieve the investment objectives of the clients serviced, and developing the relationship beyond a transactional interface to a more personal level(know your clients interests and passions) Deliver superior client service and administration for all assigned clients in line with the company’s Client Service Standards, i.e..prepare for client meetings, account opening paperwork, accurate client database management, insure fees are accurate, execute trades and money transfers, maintain and track asset allocations and portfolio positions. Support the Advisors as required insuring that the client receives superior service and advice. Maintain awareness of new investment strategies and vehicles through active contact with investment research and other industry professionals. Serve on the Investment Policy Committee and provide thought leadership on investment matters. Responsible for the development of new investment service opportunities with existing and potential clients. Including creating and presenting investment management proposals.

 

 

 

 

Qualifications: Minimum 5-10 years experience in investment management and/or financial advisory services with demonstrated ability to develop and manage financial portfolios and manage client relationships. Bachelors’ degree from an accredited college with investment advanced degrees and/or investment credentials  (CFA or CFP) a requirement. NASD Series 65. Familiarity with Portfolio Center is a plus. Wealth management acumen, judgment and experience. Client first attitude. Strong verbal and written skills. Polished, professional demeanor. Desire/ability to work successfully in a small company environment.

 

Salary and Benefits: Manchester Capital offers attractive pay and benefits that are competitive with industry standards.