Portfolio Manager
Listed on 2026-07-09
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Risk Manager/Analyst
Job Number: 32450
Salary: $160,000 – $200,000 DOE
Industry: Financial Services
Qualifications- Bachelor’s degree in Finance or related field
- CFA required
- 5+ years of experience in a similar role
- Experience with Bloomberg, Morningstar, and Tamarac or similar systems
- Proficiency in Microsoft Office
Collaborate with colleagues and demonstrate wealth management expertise as a Portfolio Manager. Serve on the firm’s Investment Strategy Group, leading input on strategic and tactical asset allocation guidelines for portfolios across the firm. Oversee the trading and rebalancing of client portfolios, develop operational processes and trading efficiencies. Compose relevant and timely investment commentary for clients and client‑facing team members. Provide guidance and mentorship to a team of Associate Portfolio Managers and Portfolio Administrators.
This is a hybrid role, offering a generous company contribution toward either parking or a transit pass.
BenefitsFully paid medical, dental, and vision insurance; short‑term and long‑term disability and life insurance; 100% company match on 401(k); internal stock opportunities; paid time off; wellness reimbursements; paid sabbaticals; anniversary bonuses; 100% training, certification, licensing, dues reimbursement; formal mentoring plan.
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