Client Portfolio Manager
Core
Oversee investment strategy, portfolio construction, and performance management for a dedicated client segment while leading a team of investment professionals.
Role type
Senior IC Client Portfolio Manager with leadership responsibilities
Builds
Client portfolios aligned with risk-adjusted returns and firm-wide investment philosophy
Domain
Financial Services / Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, asset allocation, investment analysis, capital markets understanding, portfolio risk management, Investment Policy Statements (IPS) development, performance reporting, client communication, regulatory compliance, fiduciary standards
Preferred skills
e-Money platform usage, Salesforce, PowerPoint, Excel, thought leadership, research and model development
Responsibilities
Lead asset allocation decisions and manager selection; Monitor, rebalance, and tax-loss harvest client portfolios; Conduct investment research and due diligence across asset classes; Develop and maintain Investment Policy Statements (IPS); Onboard new client relationships and guide them through the process; Participate in prospect presentations; Contribute to firm-wide initiatives including research and model development
Seniority
Senior, hands-on IC with team leadership
