Senior Portfolio Manager, High Net Worth Wealth Strategy

Automatic Data Processing, Inc.; Independence Township (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

MAI in Independence, OH is seeking an experienced Portfolio Manager to implement investment strategies for high net worth clients and families. You will participate in committees and collaborate with financial planners to deliver holistic advice.

The role requires a deep background in financial markets, client communication, and the ability to review portfolios and align with asset allocation targets.

Qualifications

• 10+ years of experience in investment management.
• Broad background in financial markets.
• Bachelor's degree in Finance or Economics preferred.
• MBA or CFA preferred.

Responsibilities

• Frequent contact with clients through in person meetings, phone and written communication.
• Prepares and reviews client reports.
• Provides advice and strategies related to clients’ investment portfolios.
• Regular reviews client’s investment portfolios to align with asset allocation strategy and the client’s goals & objectives.
• Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
• Participates in business development process for prospective clients.
• May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
• Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
• Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
• Reviews private opportunities and conducts other ad-hoc research for clients.

Skills

Investment strategy knowledge

Client relation management

Portfolio analysis

Education

Bachelor's degree in Finance or Economics

MBA or CFA preferred

Job description

MAI in Independence, OH is seeking an experienced Portfolio Manager to implement investment strategies for high net worth clients and families. You will participate in committees and collaborate with financial planners to deliver holistic advice.

The role requires a deep background in financial markets, client communication, and the ability to review portfolios and align with asset allocation targets.