CFA Institute
SRH Advisors, LLC, a SEC registered investment firm with over $2 billion in AUM, based in Salina, KS, is seeking a Portfolio Manager to join our small, collaborative team. We manage focused, low- turnover portfolios using a disciplined, long-term buy-and-hold philosophy. Our clients include closed-end funds, ETFs, and high net worth families.
What You’ll Do:
Conduct deep, bottom-up equity research
Support portfolio construction and monitoring
Attend Investment Committee Meetings
Contribute to team discussions and investment ideas
Use Excel and Bloomberg for analysis
What We’re Looking For:
5–10 years of portfolio management or analyst experience
CFA designation
Passion for investing
Attention to detail, well organized, self-motivated, and self-managed
Outstanding integrity and discretion
Strong understanding of value investing and long-term strategies
Proficiency in Excel and Bloomberg
Desire to join a focused investment team with a long-term vision and a disciplined approach
What to Expect:
Salary, 401(k), health insurance, and PTO, but no bonus structure
100% in-office in Salina KS
Working closely with colleagues in a small office where you really get to know each other
Potentially 2-3 days of travel 3 times per year for board meetings
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