Portfolio Manager

Job Number: 32450 Salary: $160,000 – $200,000 DOE Industry: Financial Services Qualifications Bachelor’s degree in Finance or related field CFA required 5+ years of experience in a similar role Experience with Bloomberg, Morningstar, and Tamarac or similar systems Proficiency in Microsoft Office Responsibilities Collaborate with colleagues and demonstrate wealth management expertise as a Portfolio Manager. Serve on the firm’s Investment Strategy Group, leading input on strategic and tactical asset allocation guidelines for portfolios across the firm. Oversee the trading and rebalancing of client portfolios, develop operational processes and trading efficiencies. Compose relevant and timely investment commentary for clients and client‑facing team members. Provide guidance and mentorship to a team of Associate Portfolio Managers and Portfolio Administrators. This is a hybrid role, offering a generous company contribution toward either parking or a transit pass. Benefits Fully paid medical, dental, and vision insurance; short‑term and long‑term disability and life insurance; 100% company match on 401(k); internal stock opportunities; paid time off; wellness reimbursements; paid sabbaticals; anniversary bonuses; 100% training, certification, licensing, dues reimbursement; formal mentoring plan. #J-18808-Ljbffr Boly:Welch