Senior Portfolio Manager for UHNW & Institutional Clients

Silvercrest Asset Management; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A prominent asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships, and prospecting for new business. The ideal candidate will have over 10 years of experience in the sector, a strong background in fundamental research, and exceptional communication skills. This is an exciting opportunity to contribute to a client-centric approach in wealth management.

Qualifications

• Minimum 10 years experience as a Portfolio Manager at an asset management firm.
• Strong, fundamental research background required.
• Demonstrated ability to generate attractive equity portfolio returns.

Responsibilities

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

Skills

Portfolio management

Equity portfolio returns generation

Fundamental research

Marketing and communication

Team collaboration

Capital market analysis

Detail-oriented organization

Education

10+ years in portfolio management

Job description

A prominent asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships, and prospecting for new business. The ideal candidate will have over 10 years of experience in the sector, a strong background in fundamental research, and exceptional communication skills. This is an exciting opportunity to contribute to a client-centric approach in wealth management.