Portfolio Manager

Global Advisers; Berwyn (PA); On-site; USD 120,000 - 210,000; Full time

Job summary

Global Advisers, LLC is seeking a Portfolio Manager in Berwyn, PA to manage client portfolios and model strategies within the firm’s investment process. You will translate capital-market views, research, risk parameters, and client objectives into disciplined portfolio decisions.

The role requires judgment, collaboration, and high standards of accuracy and client service. You will contribute to governance and support advisor teams with market context for client discussions.

Qualifications

• Bachelor's degree in finance, economics, mathematics, accounting, or a related field.
• Five or more years of portfolio management, investment research, asset allocation, or related investment experience.
• Strong understanding of public markets, portfolio construction, risk, and performance measurement.
• Advanced Excel and investment-analytics capability.
• Ability to make well-supported decisions and communicate investment reasoning clearly.

Responsibilities

• Manage portfolios and model allocations in accordance with investment objectives, risk parameters, liquidity needs, and approved strategy guidelines.
• Evaluate asset allocation, security selection, portfolio concentration, income requirements, tax considerations, and implementation tradeoffs.
• Review portfolio performance and risk, identify deviations from intended exposures, and recommend changes when warranted.
• Collaborate with research, wealth management, compliance, and operations on investment implementation and client communication.
• Document investment rationale and contribute to investment committee discussions and model-governance processes.
• Support advisor teams with portfolio analysis and market context for client discussions.

Education

Bachelor's degree in finance, economics, mathematics, accounting, or a related field

Five or more years of portfolio management, investment research, asset allocation, or related investment experience

Strong understanding of public markets, portfolio construction, risk, and performance measurement

Advanced Excel and investment-analytics capability

Ability to communicate investment reasoning clearly

Tools

Excel

Investment analytics software

Job description

Global Advisers is seeking a Portfolio Manager in Berwyn, PA to manage client portfolios and model strategies within the firm's investment process, translating capital-market views, research, risk parameters, and client objectives into disciplined portfolio decisions. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

• Manage portfolios and model allocations in accordance with investment objectives, risk parameters, liquidity needs, and approved strategy guidelines.
• Evaluate asset allocation, security selection, portfolio concentration, income requirements, tax considerations, and implementation tradeoffs.
• Review portfolio performance and risk, identify deviations from intended exposures, and recommend changes when warranted.
• Collaborate with research, wealth management, compliance, and operations on investment implementation and client communication.
• Document investment rationale and contribute to investment committee discussions and model-governance processes.
• Support advisor teams with portfolio analysis and market context for client discussions.

Requirements

• Bachelor's degree in finance, economics, mathematics, accounting, or a related field.
• Five or more years of portfolio management, investment research, asset allocation, or related investment experience.
• Strong understanding of public markets, portfolio construction, risk, and performance measurement.
• Advanced Excel and investment-analytics capability.
• Ability to make well-supported decisions and communicate investment reasoning clearly.