Portfolio Manager

The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy development, and client portfolio support across VWG’s book of business. This role partners closely with Wealth Advisors and the investment team to deliver disciplined, tax-aware, and client-aligned investment solutions. The position also serves as a subject matter leader within the Portfolio Management team, contributing to asset allocation frameworks, structured product implementation, and the mentoring and development of junior team members.

Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver actionable investment recommendations and support client meetings.

Prepare client-facing performance reporting and ad hoc portfolio analysis.

Conduct firm-level portfolio ("book") reviews, monitoring large positions, cash balances, and margin exposure.

Lead asset allocation guidelines and target allocations for the Portfolio Management team.

Develop and revise comprehensive portfolio recommendations for prospective and existing clients, including coordination and peer review for high-net-worth clients ($5M+).

Contribute to tax-aware portfolio management, including tax-loss harvesting and coordinated account-level decisions.

Serve as primary trader for VWG-managed accounts; document, elevate, and remediate trade errors in coordination with Trading and Compliance teams.

Manage SMA onboarding, tax-loss harvesting, withdrawals, and account changes across both Envestnet and IWS platforms.

Lead and manage IWS cash management and money market sweep activities.

Oversee U.S. Treasury bill purchases and maturities, and review accounts for potential low-transaction ETF alternatives.

Manage VWG book-level exposure to structured notes, including buffers, payoffs, maturities, and new or rolled issuances.

Partner with Wealth Advisors, PM team members, bank structured note desks, and the IWS trading desk on pricing, structures, and execution.

Collaborate on the design and placement of custom structured note solutions requiring precise communication and execution timing.

Support evaluation and oversight of private and alternative investments in alignment with firm strategy.

Utilize Black Diamond for portfolio analytics and reporting.

Track and report private investments using Accord.

Maintain diligence documentation and ongoing monitoring for assigned private investments.

Collect and synthesize portfolio and investment data to support analysis and decision-making.

Deliver bi-weekly market updates and timely communications during periods of material market or economic change.

Proactively share investment insights from strategists and managers.

Mentor and develop junior Wealth Advisors and junior Portfolio Management team members.

1.Outstanding organizational and time management skills.

2.Demonstrates a strong work ethic – recognized as dependable team member; manages time well, prioritizes work obligations, takes pride in work product and is accountable for actions.

3.Detail oriented; completes work tasks with thoroughness, accuracy and consistency.

4.Maintains high standards despite pressing deadlines, client requests and/or unexpected market events.

5.Proven ability to seek, digest, synthesize and communicate complex information.

6.Manages and advances multiple projects with minimal supervisor intervention.

7.Excellent verbal, written, presentation and interpersonal skills.

8.Self-motivated, proactive and collaborative.

9.Keeps current on investment practices, thinks creatively and demonstrates intellectual curiosity by reading, listening to and watching a variety of sources.

10.Proficient in company related technology, i.e. Market data & analysis (Fact Set), performance reporting and account analysis (Black Diamond), Portfolio trading software (Tamarac), Mutual Fund/ETF data and analysis (Morning Star), Salesforce CRM.

11.Proficiency in Microsoft:
Excel, Word, Outlook.

None

This job operates in a…