Portfolio Manager

Portfolio Manager 

Hybrid

Position Summary 

The portfolio manager will create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients’ overall investment objectives. A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses.

Responsibilities

• Manage assets for ultra-high net worth investors, family offices, endowments & other institutions
• Invest across a broad range of asset classes, managing risk exposures and actively trading the portfolios
• Manage cash balances, structuring needs, and tax filing & payment for the clients
• Create a succession plan to provide longevity to current senior portfolio managers’ clients
• Enhance and provide additional depth to existing client relationships
• Develop trusting relationships with the next generation of clients
• Prospect for new business to build a book of private & institutional clients utilizing a global network
• Aid in centralizing the Portfolio Management team
• Organize all investment team updates to the portfolio management team
• Conceptualize and implement a formal process for constructive collaboration between portfolio management teams
• Centrally prioritize and resolve team-wide issues
• Demonstrate an in-depth knowledge of our client's investment strategies and model mechanics by making complete and thorough recommendations for existing client portfolios proactively based on ongoing monitoring as well as reactively.

Qualifications & Requirements 

• Minimum 10 years experience as a Portfolio Manager at an asset management firm with a strong, fundamental research background.
• Demonstrated record of generating and marketing attractive equity portfolio returns for clients.
• Proven success across multiple sectors with respect to fundamental research analysis, independent decision making, and analyst leadership.
• Excellent written and oral marketing and communication skills.
• Self-starter with an entrepreneurial mindset who can retain and generate new business.
• Ability to work in a collegial, team-oriented environment focused on growing AUM by working with clients to meet their investment objectives.
• Detailed understanding of capital markets.
• Highly organized and detail-oriented.

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