Description

Thoreson Steffes Trust Company is offering an experienced investment professional an opportunity for growth and equity in a successful wealth management boutique that has grown from a start-up in 2012 to over $600 million of discretionary assets under management.

The Portfolio Manager will lead the development of investment strategies, manage client portfolios, and serve as a key member of the Investment Committee. This role combines direct client engagement, research, and construction of multi-asset class portfolios to deliver tailored, tax-efficient investment solutions. The Portfolio Manager will also mentor team members and collaborate with advisors and planning professionals to provide excellence in portfolio management and client service. 

Requirements

The ideal candidate is a client-focused CFA or CFA Level III candidate with expertise in asset allocation, portfolio construction, and risk management in a private wealth environment. Individual equity experience is preferred, and a CAIA designation is a plus.