Senior Portfolio Manager – Private Asset Management

• Oversee successful investment portfolios informed by market conditions and economic trends
• Counsel clients on portfolio adjustments based on industry trends identified through market and risk analysis
• Buy and sell securities in client accounts to maintain investment strategies or achieve investment objectives
• Determine acceptable client risk levels based on time frames, risk preferences, return expectations, and market conditions
• Evaluate portfolio performance and ensure compliance with regulatory standards, investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures
• Develop and implement new products, processes, standards, or operational plans affecting Portfolio Management results
• Maintain client relationships, communicate market conditions and investment research, and discuss portfolio performance and objectives
• Maintain and share updated knowledge of capital markets and the investment management industry
• Build and manage investment portfolios to optimize returns while balancing risk and meeting clients' investment objectives

• 5+ years complex, direct portfolio management experience with individual clients
• Bachelor's degree preferred
• CFA or CFP certification preferred
• Previous experience with various trading platforms preferred
• Previous experience with investment research platforms preferred
• Deep understanding of investments with a high level of acumen
• Strong proficiency and deep demonstrated background in client relationship building
• Individual client-facing investment manager experience in wealth management prior to application
• Sedentary work capability

Demonstrates expertise in portfolio management, client relationship building, and investment strategy development, with a strong understanding of market conditions and compliance standards. Proficient in evaluating portfolio performance and implementing operational plans to optimize investment outcomes.

• Portfolio Management
• Client Relationship Building
• Investment Strategy Development
• CFA Certification
• Investment Research Platforms

• Portfolio Management
• Market Analysis
• Risk Analysis
• Securities Trading
• Investment Performance Evaluation
• Compliance Standards
• Anti-Money Laundering
• Investment Acumen
• Operational Planning

• Client Counseling
• Communication

• CFA
• CFP

• Capital Markets
• Wealth Management
• Investment Objectives
• Investor Disclosures
• Privacy Laws
• Anti-Fraud Measures

• Trading Platforms
• Investment Research Platforms