Junior Portfolio Manager

Boutique Recruiting; Pasadena (CA); Hybrid; USD 69,000 - 83,000; Full time

Benefits offered by this job

Hybrid schedule (3 onsite / 2 remote)

Autonomy in a high-touch environment

Exposure to $600M AUM

Job summary

Boutique Recruiting is seeking a Junior Portfolio Manager to support the management of roughly $600M in assets for ultra-high-net-worth clients. The role combines portfolio monitoring, trading, and research in a hybrid, 3 days onsite/2 days remote arrangement.

The ideal candidate has 5–10+ years in wealth/portfolio management, Series 65, and strong analytics with familiarity in industry tools. This position offers growth and potential long-term opportunities.

Qualifications

• 5–10+ years of experience in the investment industry, ideally in wealth management or portfolio management.
• Series 65 license required.
• Hands-on experience with trading, portfolio rebalancing, and investment research.
• Strong understanding of asset allocation, investment models, and strategy evaluation.
• Experience with portfolio management platforms such as Black Diamond, LSEG, FactSet, or similar systems.

Responsibilities

• Monitor and manage investment portfolios for ultra-high-net-worth clients
• Execute trades, portfolio rebalancing, and ongoing portfolio monitoring
• Maintain Investment Policy Statements and ensure portfolios remain aligned with established investment objectives
• Conduct investment research and evaluate investment strategies, managers, and opportunities
• Assist in developing and maintaining strategic asset allocation models
• Collaborate with investment partners on asset allocation, portfolio strategy, and investment decisions
• Provide day-to-day operational support, investment analysis, reporting, and identification of portfolio risks or opportunities

Skills

Portfolio management

Trading

Asset allocation

Investment research

Investment platforms

Education

High school diploma

Tools

Black Diamond

LSEG

FactSet

Job description

Position Title: Junior Portfolio Manager - Hybrid

An established wealth management team is seeking a Junior Portfolio Manager to support the management of approximately $600M in assets for a select group of ultra-high-net-worth clients. This role will monitor and manage investment portfolios, execute trades and rebalancing, conduct investment research, maintain Investment Policy Statements, and support strategic asset allocation and ongoing portfolio analysis.

The ideal candidate brings 5–10+ years of investment industry experience, a strong foundation in wealth management or portfolio management, and the ability to confidently handle both the analytical and operational sides of managing sophisticated client portfolios.

Pay Range: $50 - $60 / hour DOE

Responsibilities

• Monitor and manage investment portfolios for ultra-high-net-worth clients
• Execute trades, portfolio rebalancing, and ongoing portfolio monitoring
• Maintain Investment Policy Statements and ensure portfolios remain aligned with established investment objectives
• Conduct investment research and evaluate investment strategies, managers, and opportunities
• Assist in developing and maintaining strategic asset allocation models
• Collaborate with investment partners on asset allocation, portfolio strategy, and investment decisions
• Provide day-to-day operational support, investment analysis, reporting, and identification of portfolio risks or opportunities

Requirements

• 5–10+ years of experience within the investment industry, ideally in wealth management, portfolio management, or investment research
• Series 65 license required
• Hands-on experience with trading, portfolio rebalancing, portfolio monitoring, and investment research
• Strong understanding of asset allocation, investment models, and strategy evaluation
• Experience with portfolio management platforms such as Black Diamond, LSEG, FactSet, or similar systems
• High school diploma required, with relevant experience considered in place of a college degree
• Experience with Fidelity or Black Diamond highly preferred, with CFA or CFP credentials considered a plus

Benefits

• Hybrid schedule with three days onsite and two days remote
• Consistent Monday through Friday schedule
• Significant autonomy within a small, high-touch investment environment
• Opportunity to work closely with experienced Managing Directors and sophisticated ultra-high-net-worth clients
• Exposure to approximately $600M in assets under management
• Opportunity for long-term growth and potential conversion to a direct-hire position

If you are an experienced investment professional ready to take greater ownership of portfolio management while working with a highly sophisticated client base, we encourage you to apply.

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