Portfolio Manager

KBW Financial Staffing & Recruiting; Portsmouth (NH); On-site; USD 175,000 - 200,000; Full time

Job summary

KBW Financial Staffing & Recruiting in Portsmouth, NH is seeking a Portfolio Manager with 8+ years of experience, CFA designation, and exceptional client service. This onsite role offers some flexibility and requires candidates who understand wealth management for HNW/UHNW clients. Sponsorship is not available.

Responsibilities include portfolio design, risk-based management, client communications, and collaboration with CPAs, estate attorneys, and planners to deliver integrated wealth solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFA is required for this role.
• 6+ years of portfolio management experience, preferably within an RIA or wealth management environment.
• Demonstrated experience working with high-net-worth individuals, families, and trusts.
• Deep understanding of Money Management and Wealth Management.
• Strong communication, interpersonal, and analytical skills.

Responsibilities

• Portfolio Management: Design and implement customized investment portfolios based on clients' risk profiles, time horizons, and goals.
• Portfolio Management: Rebalance and monitor portfolios regularly to ensure alignment with IPS and market conditions.
• Portfolio Management: Utilize a disciplined, research-based investment process to manage all asset classes.
• Portfolio Management: Collaborate with the investment committee to contribute to firm-wide model portfolios and asset allocation strategies.
• Client Relationship Management: Serve as a primary or supporting advisor for HNW client relationships.
• Client Relationship Management: Communicate portfolio performance, strategy rationale, and market outlook to clients and their families.
• Client Relationship Management: Provide proactive service and consultative advice aligned with clients' wealth management plans.
• Client Relationship Management: Collaborate with financial planners, CPAs, estate attorneys, and other professionals to deliver integrated wealth solutions.
• Research and Analysis: Conduct investment research and due diligence on asset classes, fund managers, and individual securities.
• Research and Analysis: Stay informed on macroeconomic trends, financial markets, and regulatory changes.
• Research and Analysis: Contribute to white papers, investment commentary, and client education content.
• Compliance and Documentation: Ensure portfolios are managed in compliance with applicable regulations (e.g., SEC, RIA standards) and internal policies.
• Compliance and Documentation: Maintain accurate documentation, including IPS, trade rationales, and client meeting notes.

Skills

Communication skills

Interpersonal skills

Analytical skills

Education

Bachelor's degree in Finance, Economics, or Business

CFA certification

MBA or advanced degree preferred

Job description

A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Portfolio Manager with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role has a need for someone with 8+ years of experience, MUST be a CFA and someone with superior client service skills. This role is an onsite position with some flexibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Responsibilities

• Portfolio Management
  • Design and implement customized investment portfolios based on clients' risk profiles, time horizons, and goals.
  • Rebalance and monitor portfolios regularly to ensure alignment with investment policy statements (IPS) and market conditions.
  • Utilize a disciplined, research-based investment process to manage all asset classes.
  • Collaborate with the investment committee to contribute to firm-wide model portfolios and asset allocation strategies.
• Client Relationship Management
  • Serve as a primary or supporting advisor for HNW client relationships.
  • Communicate portfolio performance, strategy rationale, and market outlook to clients and their families.
  • Provide proactive service and consultative advice aligned with clients' wealth management plans.
  • Collaborate with financial planners, CPAs, estate attorneys, and other professionals to deliver integrated wealth solutions.
• Research and Analysis
  • Conduct investment research and due diligence on asset classes, fund managers, and individual securities.
  • Stay informed on macroeconomic trends, financial markets, and regulatory changes.
  • Contribute to white papers, investment commentary, and client education content.
• Compliance and Documentation
  • Ensure portfolios are managed in compliance with applicable regulations (e.g., SEC, RIA standards) and internal policies.
  • Maintain accurate documentation, including IPS, trade rationales, and client meeting notes.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
• CFA is required for this role.
• 6+ years of portfolio management experience, preferably within an RIA or wealth management environment.
• Demonstrated experience working with high-net-worth individuals, families, and trusts.
• Deep understanding of Money Management and Wealth Management
• Strong communication, interpersonal, and analytical skills.

Salary is $175K-200K Base + Bonus

KBW789