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Portfolio Manager
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-07-03
Listing for:
Walrath Recruiting
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Salary: $100k – $125k/year
Job Title:
Portfolio Manager
Job#: 5856
Location:
Albany, NY
Category:
Financial Services
Position Type:
Full-time, Direct Hire
Our client is seeking a Portfolio Manager to join their team in a full-time, direct-hire capacity. This role is responsible for leading portfolio strategy, delivering investment insights, and maintaining strong client relationships within a collaborative wealth management environment.
Responsibilities- Design, implement, and manage customized client portfolios in collaboration with the Wealth Management Team.
- Ensure client objectives align with firm standards and investment guidelines.
- Conduct portfolio analysis and performance reviews to maintain strategic alignment.
- Identify opportunities to improve portfolio management across asset classes and align with client risk tolerance.
- Deliver a high-quality client experience as a trusted advisor by integrating investment insights and strategies.
- Collaborate with Wealth Management Advisors on complex client relationships.
- Translate investment perspectives into actionable insights to support strategic planning.
- Bachelor’s degree required; MBA, CFA, or CFP strongly preferred.
- Series 65 or Series 66 and Series 7 licenses required.
- 6+ years of professional experience in portfolio management, investment research, or a related role.
- Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
- Proven ability to build and maintain trusted relationships with high-net-worth clientele, with a strong commitment to confidentiality.
- Advanced written and verbal communication skills; highly organized, driven, and disciplined.
- Ability to manage multiple priorities and meet competing deadlines.
- Highly collaborative and team-oriented, with the ability to work cross-functionally to deliver strong client outcomes.
- Strong attention to detail, integrity, and a values-driven mindset.
- Monday – Friday, 8 AM–5 PM
- Hybrid
- PTO
- Health, Dental, Vision
- 401K
Contact: (call ) – reference job number 5856.
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