Senior Portfolio Manager — Equities & Fixed Income

Freestone Capital Management; Seattle (WA); On-site; USD 115,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Medical, dental, vision

401(k) matching

Paid time off

Meal perks & company events

Job summary

Freestone Capital Management in Seattle seeks a proactive Portfolio Manager to oversee our equity and fixed income platform within the Investment Team. You will lead portfolio construction, performance monitoring, and research, while collaborating with client advisors, operations and compliance.

This role requires deep market knowledge, attention to detail, and the ability to distill and communicate our investment process. Strong client service and teamwork are essential for success.

Qualifications

• Bachelor's degree and 7+ years of public market investment experience.
• CFA, CAIA, or other similar credential a plus.
• Strong client service orientation with high net worth clients.
• Sound investment judgment, risk management and knowledge of capital markets.
• Exceptional written and oral communication and presentation skills.

Responsibilities

• Stay abreast of market conditions and recommend changes to equity and fixed income strategies.
• Communicate changes to internal trading and client advisory teams with oversight for execution.
• Provide capital market acumen to shape market views and portfolios.
• Mentor junior investment team members.
• Manage relationships with third‑party SMA providers.
• Draft and publish public market research for internal and external audiences.
• Collaborate with investment strategist, compliance, and marketing on quarterly commentary and client questions.

Skills

Client service orientation

Risk management

Capital markets knowledge

Analytical track record

Communication skills

Team collaboration

Ethics and professionalism

Willingness to travel

Education

Bachelor's degree

CFA/CAIA or similar credential

Job description

Freestone Capital Management in Seattle seeks a proactive Portfolio Manager to oversee our equity and fixed income platform within the Investment Team. You will lead portfolio construction, performance monitoring, and research, while collaborating with client advisors, operations and compliance.

This role requires deep market knowledge, attention to detail, and the ability to distill and communicate our investment process. Strong client service and teamwork are essential for success.