Overview: The portfolio manager will play an integral role in the firm’s overall investment program. He/She will contribute to the firm’s efforts in investment manager search, selection, monitoring, asset allocation, and market analysis. The portfolio manager will evaluate and recommend investment opportunities across all major assets, both public and private. He/She will also interact with clients to educate them on Durbin Bennett’s investment process and portfolio of investments.

Key Areas of Responsibility:

• Evaluate the performance, exposures and strategies of external investment managers with independent research, analysis and commentary.
• Support the development of investment proposals and participate in investment team discussions recommending new investments. Prepare analysis and portfolio materials for review with the investment team, Investment Committee and others as needed.
• Monitor existing portfolio investments and re-underwrite existing managers as needed. Communicate observations with clients and broader investment team including operations staff.
• Apply innovative analytical techniques and diligence to evaluate the potential risk/reward attractiveness of prospective managers and investments under consideration.
• Promote the development of new ideas, areas of research, and methods of investing and communicate observations.

Required Qualifications:

• Minimum bachelor's degree in business, finance, economics, accounting, or related field
• 3+ years of experience in an investment environment
• CFA preferred (Level III Candidate required), CAIA, or CIMA
• Exceptional investment judgment, excellent written and verbal communication skills; ability to conduct analysis and express independent thought with concise analytical conclusions.
• Attentive to detail and willing to independently develop and perform primary investment research; inquisitive with appetite for learning
• Ability to develop professional relationships with investment managers, peer investor groups, intermediaries and other industry participants