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
- ...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
...divh2Tax Senior Manager, Private Client Group/h2pNew York, NY / Boca Raton, FL / Palm Beach Gardens, FL/ppTitle: Tax Senior Manager, Private Client... ...planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns./...SeniorPrivate clientFull time$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... ...of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...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
- ...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
- ...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
- 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
$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- Global Alternative Investment Solutions is responsible for the selection... ...monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments... ...manager within an investment portfolio. Managers include multiple...SeniorPrivate client
$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$124k - $155k
Nuveen seeks a Portfolio Manager in New York to oversee investment portfolios for high net worth clients. This role involves direct portfolio oversight, client engagement, and strategic asset allocation. Qualified candidates should have over 5 years of experience in wealth...Senior$200k - $250k
...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... ...Investment Officer for our Private Client Business. Due to the...Private clientTemporary workH1bWork at officeWorldwide- ...- 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
- 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
- ...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
- ...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
$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$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$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- 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
- ...Collyde is seeking a Senior Options Portfolio Manager to manage a discretionary options book, primarily focusing on puts and volatility strategies. Ideal candidates will have 8–15 years of experience in running an options book at hedge funds or asset managers, with a...SeniorFlexible hours
- ...DV Trading, based in the United States, seeks an experienced trader to manage and scale proprietary strategies. This role offers autonomy and access to capital within a high-performance environment. Candidates should have a minimum of 2+ years experience in trading with...SeniorFlexible hours
$142.1k - $236.8k
...Private Banking Loan Originations Manager Manages a team that provides operational support for all Private banking loan originations and portfolio management support. Ensures operational efficiency and... ...Banking activities, including client-facing support for the Custom...Private clientTemporary workWork experience placement- ...Senior Wealth Advisor Safe Act - Uptown... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...captures wealth management in the workplace... ...comprehensive financial and investment advice to our... ...Specialists, Portfolio Consultants and...SeniorPrivate clientWork at office
- 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 leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor... ...new business, and advising clients on their investment strategies. The ideal candidate will have proven sales...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
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