Senior Portfolio Manager for UHNW and Institutional Clients

Silvercrest Asset Management Group; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new business. Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions.

Qualifications

• Minimum 10 years experience as a Portfolio Manager at an asset management firm.
• Demonstrated record of generating and marketing attractive equity portfolio returns.
• Proven success in fundamental research analysis and decision making.

Responsibilities

• Manage investment portfolios for ultra-high net worth investors and institutions.
• Invest across various asset classes while managing risk exposures.
• Enhance client relationships and prospect for new business.

Skills

Portfolio Management

Fundamental Research

Client Relationship Management

Communication Skills

Entrepreneurial Mindset

Capital Markets Knowledge

Job description

A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new business. Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions.