Investment/Portfolio Manager

Ultimate Staffing; California (MO); On-site; USD 180,000 - 220,000; Full time

Job summary

A staffing agency is seeking an experienced Investment Portfolio Manager to join a collaborative team of finance professionals. The ideal candidate will have over 7 years in investment management or financial advisory roles, with a strong ability to build relationships with high-net-worth clients. Responsibilities include developing wealth strategies, managing portfolios, and conducting thorough investment research. Strong analytical and communication skills, along with proficiency in Microsoft Office and portfolio software, are essential for success in this mid-senior level position.

Qualifications

• 7+ years of experience in investment management or financial advisory.
• Proven ability to manage relationships with high-net-worth clients.
• Must be eligible to work in the U.S. without sponsorship.

Responsibilities

• Develop and implement wealth management and asset allocation strategies.
• Manage portfolios utilizing approved securities.
• Conduct investment research and analyze industry trends.
• Monitor accounts and address client requests promptly.
• Coordinate with partners to meet clients' financial needs.
• Participate in networking and business development activities.
• Support business requirements once trained and bring on clients.

Skills

Investment management

Financial advisory services

Analytical skills

Organizational skills

Communication skills

Interpersonal skills

Education

CFA, CFP, or MBA preferred

Tools

Microsoft Office

Portfolio management software

Job description

This range is provided by Ultimate Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200.00/yr - $200,000.00/yr

Direct message the job poster from Ultimate Staffing

Role Overview

Investment Portfolio Manager will work within a collaborative team of experienced investment professionals to deliver comprehensive wealth management services. This role requires building trusted relationships with clients, offering holistic advice to preserve and grow wealth aligned with their financial and personal goals.

Key Responsibilities

• Develop and implement wealth management and asset allocation strategies tailored to client objectives.
• Manage portfolios utilizing approved equity and fixed‑income securities.
• Conduct investment research, analyze trends, and interpret company and industry data to support strategies.
• Monitor accounts, cash flow, and client guidelines; address client requests promptly.
• Coordinate with internal and external partners to meet clients' broader financial needs.
• Participate in networking and business development activities to drive new opportunities.
• Support new business requirements once trained and explore options for bringing on existing clients.

Qualifications

• 7+ years of experience in investment management or financial advisory services, either within a team or as a sole practitioner.
• CFA, CFP, or MBA preferred.
• Proven ability to develop and manage relationships with high‑net‑worth individuals and families.
• Strong analytical, organizational, and communication skills.
• Proficiency in Microsoft Office and portfolio management software; strong technology aptitude.
• Must be eligible to work in the U.S. without sponsorship.

Desired Skills and Experience

• Strong technology aptitude and proficiency in Microsoft Office and portfolio management software.
• High level of professionalism and ability to educate clients on investment strategies.
• Excellent interpersonal skills and a track record of building lasting client relationships.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries

Funds and Trusts

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.