Senior Portfolio Manager, Director
Core
Senior leader providing fiduciary expertise, strategic leadership, and portfolio management for investment clients and internal teams.
Role type
Senior IC portfolio manager (strategy & client service)
Builds
Model portfolios, strategic roadmaps, client reports, and governance frameworks
Domain
Wealth management / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio management, fiduciary law, equity/fixed income markets, tax planning, regulatory compliance, strategic planning, data analysis, change management, vendor management
Preferred skills
BA or Finance certification
Technologies
Databases, spreadsheets, reporting tools
Responsibilities
Develop investment proposals and manage client relationships; Lead strategic initiatives and resource management; Design model portfolios based on risk/return analysis; Oversee vendor relationships and contract negotiations; Ensure regulatory compliance and risk management; Produce performance reports and dashboards.
Seniority
Senior, hands-on IC with strategic leadership