Senior Portfolio Manager
Core
Create customized investment strategies and manage complex portfolios for High Net Worth and Ultra-High Net Worth clients.
Role type
Senior IC Portfolio Manager (Wealth Management/Private Banking)
Builds
Customized investment portfolios, single mandate strategies, and specialized asset allocation products for sophisticated individual and family clients.
Domain
Wealth Management / Private Banking / High Net Worth Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment decision making, fiduciary standards knowledge, portfolio construction, manager selection, trade execution, regulatory compliance (Reg. 9), client relationship management, strategic planning, risk tolerance assessment, asset allocation modeling
Preferred skills
MBA or JD, CFA/CPA/CFP designations, business development experience, specialized asset class expertise (Timber, Farm, Oil and Gas)
Technologies
N/A
Responsibilities
Oversee completion of investment policy statements, evaluate and design portfolio construction aspects, meet with clients to review performance and forecast market changes, execute trades and maintain investment action plans, supervise and mentor junior staff, develop and recommend strategies to achieve client investment goals
Seniority
Senior, hands-on IC with leadership responsibilities