Senior Portfolio Manager – Client Investments & Strategy

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Truepoint Wealth Counsel is seeking a Portfolio Manager to manage moderately complex client portfolios in alignment with investment policy guidelines, while supporting a high-quality client experience. You will work closely with senior advisors and investment professionals to review portfolios and develop investment recommendations that support long-term objectives.

You will also mentor associates, contribute to team and firm initiatives, and help deliver integrated guidance in collaboration

Qualifications

• Bachelor’s degree required.
• CFA designation required.
• 5+ years in investment management and advising clients.
• Knowledge of capital markets and passive investment strategies.
• Ability to coordinate across teams and manage internal processes.
• Ability to operate independently and in a team setting.
• Commitment to ongoing professional development.

Responsibilities

• Lead portfolio construction and monitoring in line with IPS.
• Develop investment recommendations and conduct IPS meetings.
• Educate clients on investment philosophy and processes.
• Perform investment research and asset allocation analysis.
• Monitor portfolio allocations and rebalancing activities.
• Collaborate with Wealth Advisors and internal tax/estate planning specialists.
• Produce quarterly and ad hoc portfolio reports and materials.
• Participate in Investment Committee activities.

Skills

Portfolio management

Investment guidance

Client advisory

Portfolio reviews

Team mentorship

Education

Bachelor’s degree

CFA designation

Job description

Truepoint Wealth Counsel is seeking a Portfolio Manager to manage moderately complex client portfolios in alignment with investment policy guidelines, while supporting a high-quality client experience. You will work closely with senior advisors and investment professionals to review portfolios and develop investment recommendations that support long-term objectives.

You will also mentor associates, contribute to team and firm initiatives, and help deliver integrated guidance in collaboration