Accepting applications for:
Zevin Asset Management (ZAM) is a Boston-based employee-owned firm specializing in socially responsible investing.
Roughly 70% of our clients are individuals, family foundations, trusts, and retirement accounts. The other 30% are institutions. Most of our clients are attracted both by our long history of active engagement in the socially responsible investment movement and by our investment philosophy and long-term results.
The Senior Portfolio Manager will take over a number of existing accounts and will also be expected to manage a portion of future new business. She or he will also assist in growing our firm and be proactive in establishing new client relationships. The Senior Portfolio Manager will partici-pâté actively in every aspect of the process that determines our investment portfolios. The most important contribution will be to deliver satisfactory results and communications to each client.
The PM will build and manage portfolios of individual securities for a large number of client accounts with varying risk profiles and social concerns. They will manage and coordinate the day-to-day communications with clients, including responding to requests for information, helping them plan and evaluate financial events such as home, car, or other asset purchases, assistance with estate planning questions, referral to estate and tax experts as appropriate, and providing explana-tions and detail regarding actions taken or contemplated with their portfolios. A further responsibility will be to develop, document, implement, and regularly update each client’s investment objec-tives and circumstances.
The PM will regularly review and update each client’s portfolio. This will include evaluating, following, and updating securities clients may bring to the firm that are not actively followed; researching and following securities to determine if they continue to be appropriate for the client; and researching and evaluating appropriate fixed income securities that match the clients profile.
PM’s prepare purchase and sell orders for traders to execute. They also write and send quarterly letters and performance updates to their clients. They prepare for and participate in meetings with clients and prospective clients, conferences, and institutional presentations.
The PM’s are expected to actively participate in Investment Committee meetings as well as mentor and assist less experienced members of the Investment Committee.
The position calls for a mature, analytical, and trustworthy individual with strong finance, portfolio management and communication skills. If you have the following, we’d like to hear from you:
Experience providing advice to individual clients about investments as well as related matters is essential.
Zevin Asset Management offers a compensation program that includes base salary, annual bonus, and equity participation in the business. Additionally, we provide fully paid health insurance, a fully paid defined benefit retirement plan and full compensation for public transportation commuting costs.
To apply, please send a cover letter and resume to firstname.lastname@example.org. No phone calls please.
Zevin Asset Management, LLC is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.