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
$175k - $225k
...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$119.77k - $140.9k
Credit Portfolio Manager, Metals & Chemicals - Institutional Client Group Job Description Partners with assigned Relationship Manager(s) to manage ICG credit account relationships in the Metals & Chemicals sectors. The role is responsible for growing revenue by closing...SuggestedTemporary workWork experience placement- 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...SeniorWork at office
$125k - $250k
...Job Description A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential while you... ...70 billion across a variety of mandates including institutional portfolios, high net worth accounts, and mutual funds, using...SuggestedFull timeTemporary workPart timeWork at office$180k - $200k
...Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with... ...Education Undergraduate degree is required CFA Institute Charterholder is preferred What you will own: Act...SeniorCasual workWork at officeAfternoon shift$100k - $120k
...firm as an experienced sales trader focused on US institutional accounts. The role requires 5+ years of industry experience... ...You will leverage research and execution services, manage trade lifecycles, and onboard new clients. Salary ranges from $100,000 to $120,000 based on...SeniorPermanent employmentFull time$100k - $120k
...experienced sales traders to join their equity sales trading team in New York. The role involves managing institutional accounts, leveraging research to provide maximum client value, and overseeing the entire trade lifecycle. Candidates should possess a Bachelor's degree...Senior$111.1k - $130.7k
...what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Temporary workWork experience placementLocal area- 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
$148.5k - $174.7k
Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non‑Profit Healthcare Corporate... ...Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Temporary workWork experience placementLocal area$86k - $108k
...The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit... ...class updates to meet non-U.S. and/or institutional client-specific requests, such as global... ...-level investment professionals and senior executive management Related...Work experience placementWork at office$180k - $350k
J.P., Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing... ...investment teams. Our senior investment team averages... ...teams and institutional portfolio management at leading... ...Family Office clients. They will serve as the...Work at officeFlexible hours$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions... ...including private wealth mandates and institutional clients such as insurance... ...Support & Client Acquisition: Support senior sales leaders in presenting our SMA...Full timeTemporary workPart time$175k - $185k
and how to change your settings.Senior Portfolio Manager, Lender Finance page is loaded## Senior Portfolio... ...remain passionate about serving our clients and supporting our communities.... ...an investment bank or other financial institution.* Middle market leveraged loan...SeniorWork experience placementInterim roleBank staffWork at office- J.P. Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing... ...‑asset discretionary portfolios to tailored single asset... ...teams. Our senior investment team averages... ...sophisticated Family Office clients. They will serve as...Work at officeFlexible hours
- CFA Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to oversee tax-managed investment strategies. The position involves daily portfolio... ...are met while maximizing tax benefits for clients. Ideal candidates will have 2-5 years of relevant...Senior
$150k - $180k
...possibilities for our clients. By delivering the... ...distinctive investment management capabilities, we provide... ...long/short equity portfolios that allow, among other... ...to retail and institutional clients including gatekeepers... ...strategy with the Senior CPM and the product manager...Full timeWork at officeFlexible hours$88.9k - $124k
...updates to meet non-U.S. and/or institutional client-specific requests, such as... ...annuity accounts and other portfolios/strategies as assigned... ...and editing role at an asset manager or other investment/... ...investment professionals and senior executive management Related...Work experience placement$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- # Hedge Fund Credit Portfolio Manager - Senior Vice PresidentCitiSVPPrivate CreditOn-siteLocationNew... ...-class risk and controls, as well as client responsiveness. Key responsibilities... ...work experience in banking/financial institutions with expertise in the alternative investment...SeniorWork experience placementLocal areaFlexible hours
- The StoneX Group in New York is seeking experienced sales professionals for its Institutional Equity division. This role involves partnering with hedge funds and asset managers to deliver research content and capital market opportunities. Candidates should have over 5...Senior
$125k - $145k
...recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity,... ...reports/dashboards and insights for senior leadership and the coverage... ...Advisors/Associates, Finance and sales data management to ensure client, activity, and sales...SeniorWork at officeLocal areaShift work3 days per week$110k - $130k
The Senior Associate, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-... ...covering complex clients Knowledge of portfolio construction and role in portfolios...SeniorWork at officeLocal areaShift work- A leading financial institution is seeking a Senior Home Lending Advisor in New York City to guide clients through the home loan process. The role involves building relationships with clients and the branch team, providing training on products, and ensuring a high-quality...Senior
$122.54k - $208.72k
A leading financial institution in New York seeks a Portfolio Manager III for Entertainment & Sports Banking. This role involves managing credit portfolios,... ...performing credit analysis, and providing exceptional client service. Candidates should possess strong...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... ...in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory. We are...Work at officeLocal areaShift work$130k - $170k
A global advisory firm is seeking an Associate to join their Financial Institutions Group in New York or Washington, DC. This role involves advising clients on reputation and crisis management, providing insights on complex business challenges, and managing team deliverables...Senior- A leading financial institution located in New York is seeking an experienced... ...deliver personalized wealth management solutions. The ideal... ..., and the ability to build client relationships. Responsibilities... ...and maintaining client portfolios. A bachelor's degree is preferred...Senior
- ...York is seeking a Sustainability Advisor with significant experience to guide leading financial institutions in their sustainability initiatives. You will collaborate with clients to establish business cases for sustainability and shape Watershed's product offerings based...Senior
$100k - $170k
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate location_on New York, NY, United... ...solutions to High Net Worth, Institutional and Retail clients. As a focal... ...Firm and provide support to senior team members Create client-specific...Full timeTemporary workPart timeWork experience placementWork at office
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