Sr. Portfolio Manager
Core
Sr. Portfolio Manager providing fiduciary expertise, strategic leadership, and investment management for clients within a specific portfolio/jurisdiction.
Role type
Senior IC portfolio manager (wealth sales & service)
Builds
Integrated business development strategies, model portfolios, and strategic initiatives for investment clients
Domain
Wealth management / Investment management
Required skills
Portfolio management principles, fiduciary law, equity and fixed income markets, tax-related investment issues, regulatory environment knowledge, data analysis, strategic planning, vendor management, change management
Preferred skills
BA or Finance certification
Technologies
Databases, spreadsheets, reporting tools, analytics platforms
Responsibilities
Develop investment proposals and manage client relationships; Develop and recommend model portfolios based on risk/return analysis; Lead strategic initiatives and change management programs; Coordinate database management and data governance; Design and produce performance reports and dashboards; Manage vendor relationships and contract negotiations; Provide administrative support for portfolio re-optimizations and performance verification.
Seniority
Senior, hands-on IC with strategic leadership