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
$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$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... ...the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practice- IQ-EQ is currently seeking a Senior Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have...SeniorPrivate client
$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers... ...planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns....SeniorPrivate clientFull time- ...New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires excellent communication skills and a strong...SeniorPrivate client
- 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
$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... ...Objective: The portfolio manager will create... ...longevity to current senior portfolio managers... ...build a book of private & institutional clients...Private clientWork at office
- 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 Serving as the Engagement Manager on specific client accounts, taking responsibility...SeniorPrivate clientInterim rolePrivate practice
- 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
$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-exempt...Senior$200k - $250k
Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10...Senior$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$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated... ...in wealth advisory, private banking, or client-facing...Private clientShift work$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- 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
- 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
- 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
- Overview The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a... ...Advisor, Financial Planning, and Private Client Banking teams to deliver...Private client
- FinStrat Management is seeking a Family Office Investment Services Manager to lead investment services for ultra-high-net-worth client families. The role involves managing discretionary capital, constructing portfolios, and ensuring performance accountability among outside...SeniorWork 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$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$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication... ...and technical review of individual, fiduciary, and investment entity income tax returns. Responsibilities Your role...Private clientWork at officeLocal area$120k - $140k
# Senior Associate, Finance Private Debt OriginationConfidential Alt Investment ManagerAssociatePrivate CreditLocationNew... ...investment manager with approximately $... ...cash, and tracking portfolio investments and interest... ...experience with private debt clients strongly preferred....SeniorPrivate client$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- FTI Consulting is seeking a Senior Consultant to join their Investment Administration and Reporting subpractice. This role involves providing outsourced accounting services to public and private clients within real estate and finance, ensuring accuracy in financial reporting...SeniorPrivate clientRemote job
- A leading global financial institution seeks an experienced portfolio manager to serve Family Office clients. The candidate will partner with Private Bank Advisors to implement tailored multi-asset investment strategies. Responsibilities include client communication, asset...SeniorWork at office
- 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
- A leading global trading and investment firm is seeking an experienced Portfolio Manager specializing in Equity Long/Short strategies. This role involves managing capital allocation, conducting market research, and implementing stringent risk management alongside a collaborative...Senior
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