Portfolio Manager (Wealth Mgt)

📋 Description

• Construct and manage client portfolios in accordance with investment policy statements and firm
• Execute trades and portfolio rebalancing to maintain target asset allocations
• Monitor portfolio performance, risk exposure, and market conditions
• Conduct research and due diligence on investment strategies, managers, and asset classes
• Partner with client-facing professionals to support client reviews and investment discussions
• Identify portfolio risks or opportunities and recommend appropriate adjustments

🎯 Requirements

• Minimum seven (7) years of experience in portfolio management within wealth management, asset
• Demonstrated experience managing client portfolios independently
• Strong understanding of asset allocation, portfolio construction, and investment risk management
• Experience executing trades and overseeing portfolio rebalancing
• Advanced analytical skills with strong attention to detail
• Excellent written and verbal communication skills

🎁 Benefits

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at
• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership
• Work-Life Balance: Generous PTO, paid holidays, hybrid policy (3 days/month), and a supportive team
• Wellbeing: Access to mental health resources and wellness initiatives.
• Culture: We host annual team events, community involvement opportunities, and foster a respectful