Sr. Portfolio Manager
The Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs.
Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives.
The ideal professional develops thoughtful strategies to manage liquidity, cash flows and risk, as well as working cooperatively with other firm professionals to deliver all resources on behalf of the client.
Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, manager / strategy selection, implementation, and on-going monitoring and evaluation.
With your technical investment expertise, you will :
- help to construct a broad-based investment portfolio which typically includes a broad range of asset classes, including both public and private strategies, based on the client investment policy statement and the firm’s investment strategy,
- work closely with the client team to insure client planning and tax goals are integrated into investment management,
- monitor and suggest recommended portfolio changes,
- conduct periodic investment meetings with clients, this may include travel for on-site meetings,
- serve on the firm investment committee and provide input to overall firm investment strategy,
- work closely with the investment research team to select the appropriate investment strategies and managers required to implement client goals
Using effective communication skills, you will :
- proactively introduce investment solutions and innovative ideas,
- continually explain and educate often complex investment strategies, and
- fully avoid conflicts of interest and operate according to fiduciary standards.
The successful candidate will have the following qualifications :
- 10+ years related experience in the financial services industry.
- Prior experience managing large and complex family relationships.
- CFA, CAIA or other professional certification required.
- Bachelor's degree required.
- Experience with alternative investments and private equity investments.
- Leadership and relationship management skills.
- Presentation skills and the ability to communicate at all levels, internally and externally.
- Must have solid understanding of financial markets.
- Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction.
- Outstanding judgment on when and how to adjust your professional style to a variety of audiences.
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