Senior Portfolio Manager, Private Client Investments
Brown Advisory
Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and at least 10 years of relevant experience. The ideal candidate will have experience in manager research, the ability to multi-task, and a passion for financial markets. They will oversee client relationships, analyze complex financial information, and support the portfolio construction process. Salary ranges from $200k to $250k, excluding bonuses, with comprehensive benefits including health, wellness, and a 401(k) plan. #J-18808-Ljbffr
$140k - $165k
...Brown Advisory Incorporated is seeking a proactive Associate Portfolio Manager in New York. This role involves managing portfolio activities for sophisticated clients, providing investment strategies, and supporting the Chief Investment Officer with detailed analyses and...Private client- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients... ...Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior...SeniorPrivate clientWork experience placementInternshipPrivate practice
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private Client... ...planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. Build...SeniorPrivate clientFull time$145k - $248.2k
...ordinary, working with extraordinary clients spanning every industry, regardless of... ...We believe in your potential and invest in it to build a legacy that extends... ...of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a team. You will leverage your extensive tax compliance experience to deliver innovative solutions for ultra-high net worth...SeniorPrivate client
$150k - $250k
...CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical...SeniorPrivate client- ...Silvercrest Asset Management Group LLC is a leading... ..., registered investment advisor offering bespoke... .... Silvercrest's client-centric approach... ...: The portfolio manager will create... ...longevity to current senior portfolio managers... ...to build a book of private & institutional clients...Private clientWork at office
- ...Senior Portfolio Accountant - Real Estate Systems Implementation Group... ...services to real estate private fund clients. Responsibilities Contribute... ...sheet, statement of investments, statement of operations,... ...monthly interest accruals, management fees and capital allocations...SeniorPrivate clientLocal area
- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...SeniorPrivate client
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
$200k - $250k
...A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax-...Senior- ...A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...Senior
- ...We are seeking a Senior Fund Accountant to join... ...the largest real estate private equity fund administrator... ...and providing clients with exceptional services... ...have the flexibility to manage your days in support of... ...Balance Sheet, Statement of Investments, Statement of...SeniorPrivate clientLocal area
- ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities include but not limited to: Serving as the Engagement Manager...SeniorPrivate clientInterim rolePrivate practice
$200k - $250k
...Silvercrest Asset Management Group LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-... ...adjusted returns for high-net-worth clients. Candidates should have 10-15...Senior- ...Tax Senior Manager – Private Client Services (PCS) At EisnerAmper we seek dynamic professionals who welcome new ideas, foster innovation, and drive impact. The Tax Senior Manager will oversee multiple client engagements, ensure exceptional service, and develop business...SeniorPrivate clientLocal area
$95k - $115k
...services to our VC Fund Admin clients. The Senior Fund Accountant position,... ...our Venture Capital and Private Equity clients, is an operational... ...very closely with Senior Management. If you are a seasoned... ...including day to day activities, investment transactions and monthly...SeniorPrivate clientFull timePart timeWork at officeLocal areaRemote work$100k - $130k
Overview Job Overview - Senior Fund Accountant (Private Equity): Compensation: $100,000 -... ...Accountant (Private Equity) for our client in New York, NY. This in-office role manages accounting, financial... ...for private equity funds and investment vehicles. You’ll oversee closes...SeniorPrivate clientWork at office- ...Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with... ...making securities recommendations and managing compliance. Ideal candidates will have...SeniorPrivate client
$200k - $250k
...seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private Client Business. Due to the complex nature of clients’ investment...Private clientTemporary workWork at office$70k
...leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant...SeniorPrivate client- ...New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal... ...requires strong communication and problem-solving abilities alongside investment advisory qualifications. Competitive salary and benefits...SeniorPrivate clientFull time
- ...providing a wide range of investment banking, securities, investment management and wealth management... ...Firm's employees serve clients worldwide including corporations... ...offer full discretion portfolio management services to institutional and private clients (e.g., Defined...Private clientTemporary workWork at officeWorldwide
$70k - $120k
...5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses in the securities industry, and strong analytical skills. The...SeniorPrivate clientFull time$110k - $170k
...Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to...SeniorPrivate clientFlexible hours- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title... ...filings for individuals, trusts, family investment partnerships, gift, and estate tax... ...financial goals, assets, and investment portfolios. Provide personalized tax planning...Private clientFull timeLocal area- ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- Morgan Lewis is seeking an experienced Senior Paralegal for its Investment Management Practice Group in New York. This role involves managing complex tasks for Private Fund clients, leading projects, and assisting attorneys in various matters. The ideal candidate will possess...SeniorPrivate client
- ...A global financial services firm is seeking an experienced portfolio manager specializing in Agency MBS in New York. The role requires over... ...and analytical skills. Responsibilities include generating investment ideas, coordinating trading activities, and management of projects...Senior
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