Senior Portfolio Manager – Global Equities & Fixed Income

Freestonecapital; Seattle (WA); On-site; USD 115,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Paid time off: 17 days + 10 holidays

Job summary

Freestone is seeking a Portfolio Manager to join our Investment Team in Seattle. You will oversee our equity and fixed income platform, involving portfolio construction, performance monitoring, research, client service, and collaboration with client advisory, operations, and compliance.

A strong background in public markets, capital markets knowledge, and CFA/CAIA is preferred. You will mentor junior staff, work with SMA providers, and help translate our investment process to clients and

Qualifications

• Bachelor's degree and 7+ years of public market investment experience at an RIA, asset manager, or sell-side analyst.
• CFA, CAIA, or other credential is a plus.
• Strong client service orientation with high-net-worth clients.
• Sound investment judgment and risk management.
• Strong knowledge of capital markets and analytical skills.
• Willingness to adapt to changing markets and collaborate cross-functionally.

Responsibilities

• Stay abreast of market conditions and recommend changes to equity and fixed income strategies.
• Communicate approved changes to internal trading and client advisory teams.
• Provide capital market insight to form market views and portfolios.
• Mentor junior investment team members.
• Manage relationships with third-party SMA providers.

Skills

Client service orientation

Investment judgment

Capital markets knowledge

Analytical track record

Communication skills

Travel capability

Team mentorship

Education

Bachelor's degree

CFA/CAIA or similar credential

Job description

Freestone is seeking a Portfolio Manager to join our Investment Team in Seattle. You will oversee our equity and fixed income platform, involving portfolio construction, performance monitoring, research, client service, and collaboration with client advisory, operations, and compliance.

A strong background in public markets, capital markets knowledge, and CFA/CAIA is preferred. You will mentor junior staff, work with SMA providers, and help translate our investment process to clients and