Position Information


Portfolio Manager
Job Placement:  Portfolio Manager (PM)                             www.harringtoninvestments.com
 
Harrington Investments, Inc. (HII), a 39-year old Napa, California based Registered Investment Advisor (RIA) specializing in socially responsible investing (SRI), is announcing the opening of a portfolio manager (PM) position.  The position is available July 1, 2021.
 
ABOUT THE POSITION
The PM will report directly to the CEO.  We are looking for an individual who works well as a team member of a small RIA staff in managing client portfolios and providing superior service.
 
ABOUT THE FIRM
Harrington Investments (HII) was founded by John Harrington in 1982 following his legislative staff career and ground-breaking South Africa legislative report, divestment legislation and serving as the Chair of California Governor’s Public Investment Task Force.  Later he was one of the founders and Chairman of the Board of Working Assets and Progressive Asset Management, two early SRI / ESG pioneers.
HII is a leader in shareholder advocacy, introducing proposals on human and labor rights, health, climate change, animal welfare, privacy, surveillance, and stakeholder rights.  Annually, the firm introduces 10-12 shareholder resolutions, often innovative and controversial, attacking corporate social injury.
The firm manages assets exclusively for individuals and institutions that have a social and environmental investment mission to hold corporations accountable for their impact on Civil Society.
 
RESPONSIBILITIES
Responsibilities for the new PM will include:
  • Managing client assets using HII’s proprietary environmental, social, and governance (ESG) screening criteria, advocacy, and impact investing approach.
  • Trading, rebalancing, and providing other portfolio management services.
  • Day-to-day cash flow management of client accounts, including asset and sector allocation.
  • Serving on the firm’s Investment Committee.
  • Conducting security research and analysis.
  • Evaluating investment vehicles to ensure they meet the social and financial goals of clients.
  • Participating in account review and communicating with clients.
  • Marketing HII’s proprietary SRI portfolio management services.
 
The PM will also provide occasional backup to the Client Services Administrator (CSA).  The PM will also be required to become proficient with the firm’s portfolio management system (Orion) and the custodial interface with the HII broker dealer, Charles Schwab and Company.  The PM may assist the CSA in technology support, training and troubleshooting.
Position: Portfolio Manager
Organization: Harrington Investments, Inc.
Location: Napa,  CA 
United States
Salary: Competitive/ TBD
Posting Start Date: 6/11/2021
Date Posted: 6/11/2021
Requirements QUALIFICATIONS
Candidates for the position of PM should have knowledge of, or a background in ESG, and have at least 3-5 years of experience working as a portfolio manager or related financial professional.  Other Qualifications Include:
  • FINRA Series 65, CFP, or CFA.
  • Advanced degree in business or finance preferred.
  • Detail-oriented with strong analytical capabilities.
  • Superb communication skills – written and oral.
  • Proficient with computers and software packages, particularly Microsoft Office; Orion and Schwab Advisor Center preferred.
  • Desire to work successfully for a small company, located in the Napa Valley, California
  • Team player, collaborative, able to work well with others.
  • Ability to work in the office and/or remotely part of the time subject to negotiation with employer.
COMPENSATION
Compensation will be competitive with other Northern California investment advisory firms and benefits will be provided.  Additional compensation will be made available based upon the ability of the PM to successfully market HII’s investment advisory management services.
 
APPLICATION
To apply for the PM job, provide us with a detailed cover letter along with your resume.  In your cover letter, describe how your experience and expertise qualifies you for the PM position.
Send your resume, cover letter, and any other communication as follows.  
info@harringtoninvestments.com
Please do not call the office.
We will contact you to inform you of the next step in the application process.
Status: This listing expires on: 7/26/2021
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Organization Information
Name:
Harrington Investments, Inc.
Address:
1001 Second St.
Suite 325
Napa,  CA 94559
United States
Email:
john@harringtoninvestments.com
Phone:
(170) 725-2616 x6
Fax:
Contact:
John Harrington