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Portfolio Manager
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$140,000 - $190,000 a year
Full-time
- Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
- The ideal portfolio manager's experience must include strengths with articulating portfolio updates, rebalancing and market movements to public and private sector senior level executives on an as-needed basis.
- Maintaining existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends.
- Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Professional certification as a Chartered Financial Analyst (CFA), or similar qualification.
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