Portfolio Manager

The Portfolio Manager is responsible for managing moderately complex client portfolios in accordance with investment policy guidelines while supporting a high-quality and consistent client experience. This role works closely with senior advisors and investment professionals to conduct portfolio reviews, develop investment recommendations, and support clients’ long-term investment objectives.

The Portfolio Manager also supports the direction, training, and development of associate team members through collaboration, mentorship, and day-to-day guidance. This role contributes to and may lead the successful execution of team and firm-wide strategic initiatives.

• Lead execution of core responsibilities, ensuring high-quality, consistent outcomes while effectively utilizing systems, demonstrating strong expertise, and providing direction and feedback on best practices and day-to-day execution.
• Drive team performance by delegating work, managing timelines, and proactively solving complex problems while fostering accountability and development in others.
• Contribute to firm-wide initiatives and support strategic priorities, while demonstrating a broader perspective on the firm’s long-term target and modeling core values and a growth mindset.

• Serve as the investment specialist for simple to moderately complex client relationships, delivering portfolio guidance and supporting a high-quality client experience.
• Construct and monitor client portfolios, including working with Trader to implement investment strategies such as tax-sensitive portfolio transitions, tax-efficient rebalancing, tax-loss harvesting, and adherence to investment strategy guidelines.
• Educate clients on investment philosophy, portfolio construction, and investment processes, including conducting Investment Policy Statement (IPS) meetings and portfolio reviews.
• Perform investment research and develop recommendations related to asset allocation, factor allocation, fund selection, benchmarking, and portfolio construction.
• Monitor portfolio allocations and rebalancing activity, helping ensure alignment with investment objectives and target portfolio strategies.
• Collaborate closely with Wealth Advisors and internal tax, estate, and financial planning specialists to deliver integrated investment guidance and client service.
• Produce quarterly and ad hoc portfolio reports, analyses, and investment-related materials to support client service needs and investment decision-making.
• Participate in Investment Committee activities, contributing research, reporting, analysis, and investment recommendations.
• Develop client communication and educational materials related to investment philosophy, portfolio management, market topics, and investment strategy.

• Demonstrate strong judgment in making informed decisions that impact the team and align with firm priorities.
• Lead by example, reinforcing expectations through actions and behaviors that reflect firm values.
• Adapt to change and effectively leads others through it, maintaining focus and stability within the team.
• Prioritize team, client, and firm success, demonstrating a firm-first mindset in decision-making and actions.
• Apply a broader perspective, understanding team priorities within the context of firm goals (1-year plan and 3-year picture), contributing to their execution, and identifying opportunities to improve team processes and operational effectiveness.
• Delegate effectively, aligning work with team members’ strengths and supporting their development.
• Communicate clearly and effectively, facilitating open dialogue, providing feedback, and ensuring alignment across team members, leadership, and clients.

• Bachelor’s degree required.
• Chartered Financial Analyst (CFA) designation required.
• 5+ years of experience in the investment management industry, including experience advising clients.
• Demonstrated knowledge of capital markets, portfolio construction, and passive investment strategies.
• Ability to coordinate across teams and manage internal processes, with strong attention to detail.
• Ability to…