Senior Portfolio Manager for UHNW and Institutional Clients
Silvercrest Asset Management Group
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 for new business. Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions. #J-18808-Ljbffr Silvercrest Asset Management Group
- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...SeniorWork at office
- ...advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research... ..., and hands-on client expertise. Our mission... ...personalized, tax-aware portfolios at scale. We're not... .... The Role As a Senior Client Portfolio Manager...Senior
$145k - $185k
...diversified financial institution with a 125-year tradition... ...commercial and wealth clients build financial... ...estate and asset based senior debt for entertainment... ...QualificationsDuties & Responsibilities:Portfolio Strategy - Develops... ...clients.Portfolio Management - Oversees selection...SeniorWork at office- Morgan Stanley is seeking an experienced investment professional for its OCIO team in New York. You will build and manage portfolios for UHNW clients, overseeing asset allocation, manager selection, and risk monitoring while coordinating reporting and client communications...Suggested
- JPMorganChase's Institutional Investment Solutions (IIS) team seeks an experienced fiduciary investment strategist to serve as the primary portfolio manager for multi-asset solutions delivered to fiduciary clients, collaborating with U.S. Private Bank Advisors. You will...Senior
$115k - $205k
...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...to offer full discretion portfolio management services to institutional and private clients (e.g... ...client portfolios for OCIO’s UHNW and Single Family Office...Full timeTemporary workWork at officeWorldwide- ...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...to offer full discretion portfolio management services to institutional and private clients (e.g... ...client portfolios for OCIO’s UHNW and Single Family Office...Temporary workWork at officeWorldwide
$123k - $193k
...indexing - a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver... ...hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection...Work experience placementWork at office$120k - $150k
...needs of individuals, institutions, corporates and governments... ...divisions: Wealth Management, Investment Management... ..., serving clients with creative solutions... ...team-oriented Client Portfolio Manager to be part of... ...report directly to the Senior Portfolio Manager and...Relocation package$100k - $115k
The Global Institutional Business (GIB) CIB unit is responsible for managing and driving business with institutional clients through BBVA’s Corporate & Investment... .... Description The Senior Analyst will be a member... ...coordination with Risk, Portfolio Management, Legal, Operations...SeniorWork at office- IQ-EQ, 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, manage audits, and mentor junior staff across multiple engagements. You have 5+ years in...Senior
- Goldman Sachs Asset & Wealth Management in New York, NY, invites experienced... ..., and prepare materials for client discussions across pension plans, foundations, and large institutions. The role emphasizes rigorous due diligence, portfolio construction insights, and close...
$94k - $168k
...Employer: DWS Group Title: Equity Product Specialist/Client Portfolio Manager Location: New York Job Code: #LI-MB1 #LI-03... ...distribution of liquid equity strategies across retail, institutional and insurance channels. Support in the development and...Full timeWork at officeLocal areaWork from home$100k - $170k
...Overview Goldman Sachs Asset Management's Quantitative Equity... ...across 70,000+ customized portfolios and a range of fund... ...solutions to High Net Worth, Institutional and Retail clients. As a focal point for one... ...Firm and provide support to senior team members Communicate...Full timeTemporary workPart timeWork experience placement- ...Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group About the Company Ambitious... ...& financial services institution Industry... ...Investment Banks Asset Management Insurance Investment... ...for sophisticated UHNW clients and family offices, with...Senior
$120k - $250k
...sales and service to investment clients to deliver an exceptional... ...for all aspects of investment management and administration to ensure... ...grow business in the assigned portfolio / jurisdiction. Enhances presence... ...Makes recommendations to senior leaders on strategy and new...SeniorContract workPart timeLocal areaShift work- ...ERIEBANK is seeking a seasoned professional to manage an assigned commercial loan portfolio and support the commercial services needs of business customers... ...and loan modifications. Join ERIEBANK to maintain client relationships, ensure compliance with policies, and collaborate...Senior
$200k
...services to individuals and institutions in over 70 countries. Our mission... ...Sales The Role: Senior Principal, Institutional Sales... ...funds, prop trading firms, asset managers, family offices, and crypto-native... ...coverage of key institutional clients, providing market color,...SeniorWork at officeRemote workFlexible hours- Ethic, a New York City‑based investment firm, is seeking a Sr. Associate Portfolio Manager to own the end-to-end portfolio process for clients, from construction and analysis to trade execution. You will collaborate with multiple internal teams, applying quantitative investing...SeniorWork at office3 days per week
- Obsidian is seeking experienced Portfolio Managers to lead in portfolio construction and risk management while contributing to AI systems for institutional investing. Candidates should have over 8 years in investment management and a proven record of managing institutional...
$115k - $140k
...Title: Client Portfolio Manager Reports to: Client Management Department Manager Location : Flanders, NJ Salary Range: $115 – $140K commensurate with experience Brief Description: The Client Portfolio Manager is responsible for overall relationship building with all State...Full timeWork at officeMonday to Friday- AKAM Living Services, Inc. is seeking a Management Executive for Long Island, overseeing a portfolio of premium condo/co-op buildings in New York. The role focuses... ...governance, budgeting, and service standards meet client expectations. Reports to the Managing Director and...Senior
$146k - $255k
...Title: Private Credit Senior Relationship Manager (Fundraising/Capital Raising) – US & Canadian Institutional Location: New York... ...investing. You can support our clients, local communities, and the... ...investing and institutional portfolio construction. ~...SeniorFull timeWork at officeLocal areaImmediate startWork from homeFlexible hours$175k - $225k
...our culture, serve our clients and enrich our... ...PurposeThe Voya Investment Management (Voya IM) Mortgage... ...billion across a number of portfolios. Its flagship, the... ...money, and other institutional mandates. Rooted in mortgage... ...client base.As a Senior Portfolio Manager, you...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...help deliver top-quality experience and service? If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost,... ...do: Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed...Senior
$300k
...London/Singapore as additional options. Hybrid (3days). Client: Globally leading quantitative multi-manager investing firm founded in the early 2010s. Strong... ...moves from competitor funds. Role: Directly manage portfolio risk. Develop and deploy systematic portfolio of quantitative...Senior- ...Vice President, Senior Underwriter Portfolio Manager, Maritime About the Company Established banking institution Industry Banking Type Public Company Founded 1898 Employees 10,001+ Categories Financial Services Investment Management...SeniorWork at office
$80k - $100k
...independent private capital fund administrator, managing over $1 trillion in private capital on... ...U.S., Canada, and Europe. Known for institutional-grade infrastructure and one of the... ...distributions Liaise directly with clients' independent auditors Jobot is an Equal...SeniorWork at officeLocal areaRemote work$80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled... ...of technical excellence, client service, and operational... ...technology, enabling fund sponsors to manage their operational... ...investor in the asset class Institutional grade infrastructure and SSAE...SeniorWork at officeRemote work3 days per week- ...Job Description Job Description Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide... ...old they have over 15B AUM and growing. The founder is a UHNW baking veteran that was asked by his clients to launch his own firm...SeniorWork at officeWorldwide
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