Senior Portfolio Manager, Private Client Investments
Brown Advisory Incorporated
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 Brown Advisory Incorporated
- ...actionable insights to help clients anticipate what is... ...to manage all aspects of client... ...on business needsThe Private Client Services (PCS)... ...Primary DutiesThe Tax Senior Manager is responsible... ...reviewing alternative investments including private equity...SeniorPrivate clientWork at office
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...working with extraordinary clients spanning every industry, regardless... ...in your potential and invest in it to build a legacy that... ...your success!The RoleSenior Managers in our Private Client Services (PCS) practice... ..., Trusts and Estates.Senior Managers can expect to:Engage...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises... ...planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns....SeniorPrivate clientFull time- ..., a leading Investor Services firm, seeks a Senior Manager for our Fund Administration team in New York. You will oversee client deliverables, review complex fund calculations... ...multiple engagements. You have 5+ years in private equity or related accounting roles, a...Senior
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...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... ...962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorPrivate clientFull timeFixed term contractLocal area$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong... ...tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and...Private clientWork at officeLocal areaRemote work- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorPrivate client
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- ...Silvercrest Asset Management Group LLC is a leading... ..., registered investment advisor offering bespoke... .... Silvercrest’s client‑centric approach... ...Job Objective The portfolio manager will... ...longevity to current senior portfolio managers... ...to build a book of private & institutional clients...Private clientWork at office
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...purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm... ...individual to serve as a Portfolio Manager as part of our... ...Chief Investment Officer for our Private Client Business. Due to the complex...Private clientFull timeTemporary workH1bWork at officeWorldwide- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorPrivate clientHourly payContract work
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor...SeniorPrivate clientFull time$250k - $300k
...Client: Thriving Investment Advisory Firm Role: Portfolio Manager Salary: $250K - 300K+/annually Location: New York, New York Key Responsibilities Strategic Advisory... ...: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management. Book...Private clientShift work$115k - $205k
...services firm providing investment banking, securities, investment management, and wealth... ...services to a broad client base, including... ...channels to deliver portfolio management solutions... ...institutional and private clients, including... ...clients, or senior internal stakeholders...Private clientTemporary workWork at officeWorldwide- 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
$140k - $165k
...purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm... ...to serve as an Associate Portfolio Manager as part of our... ...Chief Investment Officer for our Private Client Business. Due to the complex...Private clientFull timeTemporary workH1bWork at officeWorldwide$111.61k - $131.3k
...discover what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Full timeWork experience placementLocal area$117k - $175k
...Growth and delivering for our clients, teammates, communities... ...in partnership with a private bank credit team. Key responsibilities... ...include independently managing transactions or portfolios of moderate to high... .... The Global Wealth Investment Management-Sr Credit Underwriter...SeniorPrivate clientFull timeBank staffWork at officeDay shift$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$175k - $225k
...influence our culture, serve our clients and enrich our communities... ...NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage... ...billion across a number of portfolios. Its flagship, the Voya Mortgage... ...a diverse client base.As a Senior Portfolio Manager, you will...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- Citi in New York, NY is seeking an Investment Sales Senior Lead to guide product strategy within private client services. The role focuses on complex investment products, managing a sales pipeline, and educating bankers to drive revenue and AUM targets. Ideal candidates...SeniorPrivate client
$112.2k - $209k
...quality sales and service to investment clients to deliver an exceptional... ...all aspects of investment management and administration to ensure... ...grow business in the assigned portfolio / jurisdiction.Enhances... ...jurisdiction.Makes recommendations to senior leaders on strategy and new...SeniorFull timeContract workPart timeLocal areaShift work- FTI Consulting is seeking a Senior Consultant for its Investment Administration and Reporting practice within... ...accounting for public and private clients, including REITs and real estate funds... ...in financial reporting, notes, and management reports. #J-18808-Ljbffr FTI...SeniorPrivate clientRemote job
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