Portfolio Manager

Cutler Investment Group • Full-time • Newport Beach, California, United States • $150k - $250k / year • 5d ago

Are you an accomplished investment professional, looking for a place where you can take your affinity for transforming complex data into smart portfolio decisions and widen your impact within an organization? As Portfolio Manager at Cutler Investment Group, you will have the opportunity to directly impact client success, blending data-driven analysis with strategic foresight to navigate dynamic markets.

Do you?

BRING PASSION FOR MARKETS AND INVESTMENT INSIGHT. You bring market passion and strategic insight, want to support Advisors with thoughtful investment decisions, and add value to both portfolios and the broader team.

TAKE INITIATIVE AND CREATE VALUE WHEREVER YOU GO. You take initiative to identify gaps and contribute beyond the expected—offering analysis, insights, and collaboration that challenge assumptions,

shape Cutler’s investment perspective, and drives firm-wide value.

EMBRACE FLEXIBILITY AND PUT TEAM ABOVE EGO. You demonstrate flexibility and a team-firstmindset—stepping in wherever needed, adapting to shifting priorities, and handling even the small tasks with a positive attitude because you understand they help drive the firm forward.

If this aligns with YOUR strengths, please read on.

HERE’S WHAT SUCCESS COULD LOOK LIKE IN YOUR FIRST YEAR:

Within the first 30 days:

 Schedule meetings, lunches and one-on-ones to get to know all staff, and team members to build rapport and learn Cutler’s brand, client base, processes, procedures, & team structure.

 Immediately begin analyzing prospective portfolios, identifies key differences and opportunities, tracks market trends, and delivers timely investment insights to support advisor conversations and marketing efforts.

 Train on Cutler’s trading systems to build a strong foundation for portfolio management, while supporting select client relationships where investment expertise adds value.

Within the next 3 months and ongoing:

 Demonstrate full ownership of all responsibilities, proactively supporting Advisors with investment insights, aligning on client goals, and reinforcing Cutler’s credibility through consistent, collaborative communication.

 Bring immediate value by offering informed investment perspectives, collaborate with the CIO on research and security selection, support pension plan clients, and build credibility as a trusted investment professional and emerging team leader.

 Play a key role in shaping investment strategy by contributing to research, security selection, and high- level decision-making with the CIO and senior leadership.

Within the next 6 months and ongoing:

 Demonstrate a strong passion for investment and career growth by deepening knowledge of Cutler’s philosophies, mastering portfolio construction and risk management.

 Actively contribute to internal committees, client initiatives, and cross-functional efforts, while bringing structured investment training and fresh ideas that strengthen the team’s depth and reinforce a culture of collaboration, innovation, and continuous improvement.

 Deepen partnerships with Advisors through tailored communication, actively expands the role by building strong internal and external networks, and engages in firmwide strategy and training sessions to stay aligned and sharpen skills.

Within the next 12 months and ongoing:

 Engage in early conversations about expanding responsibilities while contributing to the refinement of portfolio management models and embracing a mindset of continuous improvement aligned with Cutler’s strategic goals.

 Is recognized as a trusted, integral member of the investment team, demonstrates the autonomy expected of a Portfolio Manager, and engages in performance reviews with the CIO to identify growth opportunities and set a path toward future leadership roles within the firm.

EDUCATION, SKILLS & EXPERIENCE:

 5+ years of relevant experience in investment research, portfolio management, or a related role in wealth management, asset management, or financial advisory required

 Bachelor’s degree in finance, economics, accounting, business administration, mathematics, or statistics, or related field required

 Experience working with high-net-worth individual or institutional clients required

 Demonstrated strong foundational knowledge of active management, portfolio strategy, and

investment fundamentals required

 Skilled in portfolio construction, asset allocation, risk management, and security selection required

 Proficiency in finance analysis software and modeling tools with an ability to interpret complex financial data and provide strategic recommendations required

 Demonstrated presentation creation and networking with strong communication and interpersonal skills with colleagues and clients required

 CFA designation preferred (or willingness to acquire)

COMPENSATION & COMPANY BENEFITS:

The compensation range is $125,000-$225,000 annually, commensurate with experience level skillset, and willingness to consider variable compensation as part of your support of the team,s efforts. Cutler also offers health insurance, a safe harbor 401(k) plan, and a discretionary training budget for each employee annually, commensurate with experience level and skillset

WHO WE ARE AND OUR VALUES:

Institutions don’t manage money, people do. For decades, Cutler professionals have been fiduciaries for our clients. Advocates who always put our clients’ interests first. Whether you are an individual investor, a retirement plan trustee, a corporation, or an institution, our pledge is the same. We are here for you. Our professionals have decades of experience managing portfolios, designing investment solutions, and building customized plans to help our clients achieve their objectives. Experience should not lead to complacency but instead lead to a greater understanding of how to identify what challenges may be ahead. Let’s take those on together.

The culture at Cutler is team focused, where collaboration is key to supporting each other’s growth and providing clients with the right information. The leadership team is emphatic about growth and development for their people and regularly assesses what resources, tools, mentorship and training opportunities are best for their employees.

You are not working for a large wealth management firm here- your work and efforts are highly visible, and you will get to see the direct impact you have on your colleagues and the clients you serve. Providing a “white glove” service while embracing your unique personality and strengths are the core tenants to the “Cutler Way”.

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