Portfolio Manager III

United States Digital Space LLC

Scottsdale (AZ)

On-site

USD 150,000 - 230,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

United States Digital Space LLC in Scottsdale seeks a senior investment professional to lead discretionary portfolio management for high-net-worth clients. You will design, manage and monitor investment strategies, including asset allocation, security/manager selection, trade execution, and risk oversight.

You will collaborate with colleagues to deliver integrated wealth-management solutions, review performance with clients, anticipate market changes, and mentor associates to strengthen client

Qualifications

Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients.
Has held positions of increasing responsibility with an established financial services firm, likely in wealth management/private banking/trust.
Knowledge of fiduciary standards and applicable laws and regulations.
Broad-based technical knowledge of investments, tax, legal and operations.
Knowledge of fiduciary standards, principles and applicable laws and regulations.
Skills in negotiating, delegating and leadership.
Superior client service and relationship management skills.

Responsibilities

Develop and recommend investment strategies tailored to client goals and objectives.
Manage all aspects of the client's portfolio including asset allocation, portfolio construction, risk management and compliance.
Collaborate with teammates to deliver the bank's full range of integrated solutions.
Engage with clients to review investment performance and market changes.
Stay up-to-date on CIO guidance and market trends to mitigate investment risks.
Develop meaningful client relationships with high standards of ethics and care.

Skills

Advisory

Client Investments Management

Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Education

Bachelor's Degree in Finance, Accounting, Economics or related field

Graduate Degree such as MBA or JD

CPA, CFA designation

Job description

Job Description:

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

the company is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities:

Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Required Qualifications:

Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
Knowledge of fiduciary and financial products and services through extensive related work experience
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
Skills and experience in negotiating, delegating and leadership
Superior client service and relationship management skills

Desired Qualifications:

Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
Graduate Degree such as MBA or JD
Holds appropriate credentials such as CPA, CFP and/or CFA designation

Skills: