Freestone is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Team. The Portfolio Manager will be tasked with overseeing our equity and fixed income platform and will be involved in all aspects of portfolio management, from construction, performance, and research to client service and sales.

Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Managers must be well-versed in a broad range of investment disciplines and strategies. This position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.

Unlike many RIAs, Freestone has a robust investment team that makes all investment strategy decisions, while Client Advisory teams focus on working with clients and communicating our investment process. Success in this role will be directly related to the hire's ability to distill and communicate our unique investment process in the public markets while building relationships with our client advisors, operations, and legal/compliance teams.

Portfolio Management

Stay abreast of market conditions and proactively recommend changes within our equity and fixed income strategies to our Investment Committee as necessary

Communicate approved changes to our internal trading teams and client advisor teams with oversight for execution

Provide capital market acumen to help formulate market views and ensure incorporation into portfolios on a timely basis

Mentor junior investment team members

Manage relationships with our third-party SMA providers

Partner closely with our CIO and Head of Investments in order to capture best ideas for our global equity platform

Complete analytical reviews of managers, strategies, and asset classes

Conduct onsite manager due diligence

Portfolio Manager, Traditional Investments

Responsibilities

Qualification

Required

Benefits

Company

Freestonecapitalmanagement

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