Univest Financial Corporation

Portfolio Manager

Location US-PA-Souderton
Posted Date 1 week ago(10/8/2021 3:06 PM)
Job ID
# Positions
Girard - Other


Univest is looking to hire a FT Portfolio Manager to support our growing team.


  • Serve as portfolio manager for day-to-day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
  • Utilize trading and portfolio management systems to monitor account positioning across various strategies; recommend trading actions to ensure adherence to strategy and risk targets
  • Assist in the new account and strategy transition process
  • Assist with various scalability initiatives across the platform
  • Perform additional ad-hoc analysis and relay relevant information to the advisor for action
  • Liaising with other departments internally, including advisors, portfolio managers, compliance, research analysts, and client service
  • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
  • Perform additional duties as required


NOTE:  This position may work out of any large regional office (King of Prussia, Philadelphia, Allentown, etc) and will start off in office but move to a hybrid schedule of three days in/two days at home after 6 months.


  • Bachelor’s Degree and 5+ years of relevant investment experience
  • Trading experience with TD Ameritrade, Charles Schwab, and/or Fidelity is preferred
  • The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
  • Basic investment knowledge spanning multiple asset classes and investment styles
  • Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
  • Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.
  • An interest in the financial markets, industry regulations and portfolio management
  • Active Series 65 or the ability to obtain within 120 days



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