Hybrid Private Wealth Portfolio Manager

JWM Wealth Management

Lancaster (Lancaster County)

On-site

USD 120,000 - 190,000

Full time

2 days ago

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Job summary

JWM Wealth Management seeks a Portfolio Manager for private wealth clients in the Delaware Valley. You will design, implement, and monitor customized portfolios aligned with client objectives and risk tolerance, and work with advisors to build comprehensive plans.

Daily tasks include market research, trade execution, rebalancing, and risk management across asset classes. You will prepare portfolio reviews, present performance and recommendations to clients, and maintain strong relationships

Qualifications

Strong analytical skills to interpret complex financial data and market trends.
Understanding of capital markets, asset allocation, and risk management.
Experience in portfolio management with a proven track record.
Knowledge of trading practices, execution, liquidity, and regulatory requirements.
Excellent quantitative, communication, and presentation abilities.

Responsibilities

Design, implement, and monitor customized investment portfolios.
Conduct market and securities research and rebalance portfolios.
Execute trades and manage risk across asset classes.
Collaborate with advisors to develop wealth plans including tax strategies and hedging.
Prepare portfolio reviews and present performance and recommendations to clients.