Senior Portfolio Manager

International Search Consultants; Los Angeles (CA); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Highly competitive base salary

Performance-based bonus

Comprehensive benefits package

401(k)

Medical insurance

Vision insurance

Job summary

A leading recruitment firm is seeking a Portfolio Manager at the Vice President or Senior Vice President level in Los Angeles. The ideal candidate will have over 10 years of experience managing portfolios for ultra-high-net-worth families. This role requires strong expertise in financial research, excellent client service skills, and the ability to build long-term relationships. The position includes a competitive salary, performance-based bonuses, and comprehensive benefits.

Qualifications

• Minimum 10 years of client-facing portfolio management experience with UHNW families.
• Proven oversight of diversified global portfolios.
• Experience managing and mentoring staff.
• Demonstrated success in new business development and relationship management.
• Experience managing and mentoring staff.

Responsibilities

• Manage client portfolios to achieve stated investment objectives.
• Make and execute investment decisions while maintaining target asset allocations.
• Build and maintain long-term client relationships through regular meetings.
• Contribute to internally managed strategies and asset allocation decisions.
• Actively engage in weekly and monthly investment team meetings.
• Build and maintain long-term client relationships through regular meetings and communications.
• Present investment strategies to clients, prospects, and referral sources.
• Partner with Client Administrators to deliver seamless service.
• Support business development initiatives and firm-wide growth goals.

Skills

Client service orientation

Verbal communication

Written communication

Financial research

Organizational skills

Job description

ISC is proud to partner with a highly regarded multi‑family office in the search for a Portfolio Manager at the Vice President or Senior Vice President level. This is an exciting opportunity to join a collaborative, client‑focused team that supports UHNW families with sophisticated portfolio management and planning strategies.

About the Role

As a Portfolio Manager, you will oversee client portfolios and build trusted relationships with UHNW individuals and families. This role offers the autonomy to manage client accounts while contributing to the firm’s broader investment strategy and growth objectives.

Key Responsibilities

• Manage client portfolios to achieve stated investment objectives.
• Make and execute investment decisions while maintaining target asset allocations.
• Conduct research on economic trends, asset classes, sectors, and companies.
• Contribute to internally managed strategies and asset allocation decisions.
• Actively engage in weekly and monthly investment team meetings.
• Build and maintain long‑term client relationships through regular meetings and communications.
• Present investment strategies to clients, prospects, and referral sources.
• Partner with Client Administrators to deliver seamless service.
• Support business development initiatives and firm‑wide growth goals.

Qualifications

• Minimum 10 years of client‑facing portfolio management experience with UHNW families (not institutionally focused).
• Proven oversight of diversified global portfolios (equities, bonds, cash).
• Strong expertise in financial and economic research.
• Demonstrated success in new business development and relationship management.
• Experience managing and mentoring staff.

Skills & Attributes

• Exceptional client service orientation.
• Strong verbal and written communication skills.
• High integrity, professionalism, and strong work ethic.
• Collaborative, team‑oriented mindset.
• Excellent organizational skills and attention to detail.

Benefits

• Highly competitive base salary.
• Performance‑based bonus (equity and cash).
• Comprehensive benefits package.
• 401(k)
• Vision insurance
• Medical insurance

Seniority Level

Director

Employment Type

Full‑time

Job Function

Finance