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Description
Harrington Investments, Inc. (HII) is a Napa, California-based Register Investment Advisor (RIA) managing approximately $200 million in domestic and foreign assets for individuals and institutions requiring diversified portfolio management based upon comprehensive social and environmental screening criteria. HII's client portfolios are generally invested in a combination of predominately large and mid cap growth stocks with adequate sector diversification and investment grade bonds. The firm utilizes an investment model encompassing top-down, bottom-up fundamental analysis and is considered a "buy and hold" manager.
HII is also dedicated to shareholder advocacy, voting stock proxies, and filing and co-filing resolutions to improve corporate conduct and disclosure in the areas of human, labor and environmental rights, privacy, corporate governance and political contributions. Recently, HII has embarked on a specific shareholder strategy of introducing binding by-law amendments as opposed to advisory resolutions, the intention of which is to more seriously represent shareholders as responsible owners of corporate stock.
About the Position:
The Senior Portfolio Manager (SPM) will report directly to the CEO, managing client assets using HII's proprietary social and environmental screening criteria and assist the CEO in matters of corporate planning and strategy. The SPM will participate in the firm's Investment Committee and will be responsible for security research and analysis, as well as evaluation of investment vehicles to meet the social and financial goals of clients.
The SPM will provide backup to the Client Services Administrator (CSA) and, in that capacity, will be required to be proficient with the firm's portfolio management software including the custodial interface, and the Microsoft Office Suite (Excel, Word, Access, and PowerPoint). The SPM will assist the CSA in technology support, training and troubleshooting.
The SPM will act as the firm's Chief Compliance Officer and will prepare and submit all reports as required by the Securities and Exchange Commission (SEC) and/or the California Department of Corporations. The SPM will also maintain Employee Compliance Manuals, instruct and monitor employees regarding ongoing compliance issues and perform annual compliance audits and risk assessments with the guidance of the firm's compliance consultant.
Qualifications:
Candidates for the position of SPM should have knowledge of, or a background in, SRI, as well as portfolio management skills. Ideally, candidates should have an advanced degree in the liberal arts or business and have served as a portfolio manager, broker, financial consultant or planner. Candidates shall have obtained by the date of hire the Series 65/Uniform Investment Adviser Law Examination or the Series 7/General Securities Representative Examination and the Series 66/Uniform Combined State Law Examination, or have served as an investment advisor or broker, or have been employed by an investment advisor or broker dealer.