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UHNW -Tax Alpha Portfolio Strategist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Permanent Capital Partners
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: UHNW After-Tax Alpha Portfolio Strategist

Permanent Capital Partners in Chicago is seeking a Portfolio Strategist to enhance client experience by developing tax-efficient portfolio strategies. The role requires strong investment construction skills and exceptional client relationship management.

The ideal candidate will have extensive experience in family office settings, a strong grasp of after-tax portfolio management, and proficiency in communicating complex investment concepts. A commitment to building trusted relationships with clients is essential.

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