Portfolio Manager

Coldstream Wealth Management

Portland, OR

Job Description
Job Description
Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals. This is an exciting opportunity to make a direct impact within an employee-owned firm that values thoughtful advice, exceptional client service, and long-term relationships.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Portfolio Manager position.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
Serve on the firm's Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide, including:
Conducting due diligence on separate account managers
Researching a range of investment vehicles
Making recommendations on which to include on the firm's list of recommended investments for use in client portfolios
Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
Oversee trading and rebalancing of client portfolios
Develop operational processes and trading efficiencies
Review and analyze portfolio returns and attribution to make recommendations for changes to portfolios
Participate in client and prospective client meetings to answer portfolio-related questions, discuss Coldstream's investment philosophy, and share new investment opportunities
Compose timely investment commentary for clients and client-facing team members
Mentor and develop a team of Associate PM and Portfolio Administrator
A Bachelor's degree, preferably in finance or a related field
The CFA designation
5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to be client-facing and ability to communicate (verbally and in writing) with clients of varying levels of investment sophistication
Experience with Bloomberg, Morningstar, and Tamarac or other portfolio rebalancing systems
Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and CRM software
Proven background in process development and efficiency enhancements

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Vacancy posted 24 days ago

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