A highly reputable and award-winning boutique private bank/investment management firm is seeking a Senior Portfolio Manager to join their growing team. This person will be the quarter back to the relationship manager and will be working closely with the UHNW/HNW private clients within the firm.
An in-depth knowledge of portfolio construction, private wealth management, asset allocation, and ability to build external and internal relationships will also be a component of the role.
Some other responsibilities for the role include (but are not limited to):
- Maintain the investment process and analyze prospect client portfolios to ensure client concerns or needs are met daily
- Have an in-depth knowledge of portfolio construction tools to further advance the portfolio construction process
- Successfully tailor individual client portfolios to meet needs depending on risk/return and liquidity preferences
- Work with team members and have a collaborative mindset in articulating messages both internally and externally
- Meet and exceed client requests by understanding each analysis, attribution analysis, and portfolio optimization
- Assisting in sourcing new business and working with the team to grow the firm
Some other requirements include:
- CFA and MBA preferred
- 8+ years of experience in wealth management, investment, asset management
- Extensive understanding of sales process and ability to communicate effectively
- Extensive understanding of executive compensation planning and ability to private business transitions
- Entrepreneurial mindset with a self-starter attitude
About the firm:
- Multiple office locations
- Competitive compensation package
- 401k retirement place
- Health, Dental, & Vision Insurance
- PTO days