Senior Investment Portfolio Manager
Core
Senior Investment Portfolio Manager providing high-quality sales, service, and fiduciary expertise to investment clients while leading strategic initiatives and business development.
Role type
Senior IC Investment Portfolio Manager (Sales & Service)
Builds
Integrated business development strategies, model portfolios, client reports, dashboards, and strategic execution roadmaps.
Domain
Wealth Management / Investment Management / Financial Services
Required skills
Portfolio management principles, asset mix determination, fiduciary law, equity and fixed income markets, tax-related investment issues, regulatory environment knowledge, strategic leadership, data analysis, change management, vendor management, contract negotiation.
Preferred skills
BA or Finance certification, expert verbal and written communication, analytical problem solving, influence skills, cross-group collaboration.
Technologies
Spreadsheets, performance reporting platforms, database management tools, analytics & reporting tools.
Responsibilities
Develop investment proposals and participate in client meetings; make recommendations to senior leaders on strategy; act as subject matter expert on regulations; manage resources and lead strategic initiatives; design and produce performance reports and dashboards; develop and recommend model portfolios based on risk and return analysis; oversee vendor relationships and contract negotiations; lead change management programs; ensure compliance with risk and regulatory policies.
Seniority
Senior, hands-on IC with strategic leadership