Portfolio Manager
$100k - $125kWalrath Recruiting
Salary: $100k – $125k/year Job Title: Portfolio Manager Job#: 5856 Location: Albany, NY Category: Financial Services Position Type: Full-time, Direct Hire Overview Our client is seeking a Portfolio Manager to join their team in a full-time, direct-hire capacity. This role is responsible for leading portfolio strategy, delivering investment insights, and maintaining strong client relationships within a collaborative wealth management environment. Responsibilities Design, implement, and manage customized client portfolios in collaboration with the Wealth Management Team. Ensure client objectives align with firm standards and investment guidelines. Conduct portfolio analysis and performance reviews to maintain strategic alignment. Identify opportunities to improve portfolio management across asset classes and align with client risk tolerance. Deliver a high-quality client experience as a trusted advisor by integrating investment insights and strategies. Collaborate with Wealth Management Advisors on complex client relationships. Translate investment perspectives into actionable insights to support strategic planning. Qualifications Bachelor’s degree required; MBA, CFA, or CFP strongly preferred. Series 65 or Series 66 and Series 7 licenses required. 6+ years of professional experience in portfolio management, investment research, or a related role. Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes. Proven ability to build and maintain trusted relationships with high-net-worth clientele, with a strong commitment to confidentiality. Advanced written and verbal communication skills; highly organized, driven, and disciplined. Ability to manage multiple priorities and meet competing deadlines. Highly collaborative and team-oriented, with the ability to work cross-functionally to deliver strong client outcomes. Strong attention to detail, integrity, and a values-driven mindset. Hours & Benefits Monday – Friday, 8 AM–5 PM Hybrid PTO Health, Dental, Vision 401K Contact: View email address on click.appcast.io (call View phone number on click.appcast.io) – reference job number 5856. #J-18808-Ljbffr Walrath Recruiting
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