Portfolio ManagerA highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families.What You'll DoDirectly manage client investment portfoliosImplement asset allocation and investment policy across global asset classesConduct macroeconomic, sector, and security-level researchActively participate in investment committee meetingsCommunicate with clients, prepare reports, and support ongoing relationshipsContribute to growth through referral engagement and select business developmentWhat We're Looking For10+ years of portfolio management experienceMBA and/or CFA designation strongly preferredProven success working with high-net-worth familiesExpertise in global asset allocation (equities, fixed income, alternatives)Strong analytical, communication, and relationship-management skillsWhy JoinThis is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization. You'll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement.
Senior Portfolio Manager (S/VP) in los angeles at Unknown Company
This position is listed as full time and onsite.