Senior Portfolio Manager — Hybrid (4 Seattle, 1 Remote)

CFA Institute; Seattle (WA); Hybrid; USD 191,500 - 277,200; Full time

Benefits offered by this job

Bonus potential up to 50% of base pay

Comprehensive benefits package

Job summary

CFA Institute is seeking an experienced Portfolio Manager in Seattle, WA, responsible for managing high net worth and institutional client portfolios. You will engage in client service, investment analysis, and business development, while maintaining investment policy guidelines.

The ideal candidate holds a relevant degree, has over 10 years of experience, and possesses strong communication skills. The position offers a salary range of $191,500 to $277,200 with bonus potential.

Qualifications

• 10+ years prior experience as a portfolio manager in banking/securities.
• Knowledge of global equity and fixed income markets.
• Familiarity with fiduciary principles and prudent investment concepts.

Responsibilities

• Manage portfolios for high net worth and institutional clients.
• Conduct client service and investment review meetings.
• Work with Trust Administration to interpret trust intentions.

Skills

Portfolio management

Client service

Investment analysis

Business development

Communication skills

Education

Four year degree in Business, Economics, Accounting, or Finance

MBA (preferred)

Tools

CFA / CFP preferred

SIE, Series 7

Job description

CFA Institute is seeking an experienced Portfolio Manager in Seattle, WA, responsible for managing high net worth and institutional client portfolios. You will engage in client service, investment analysis, and business development, while maintaining investment policy guidelines.

The ideal candidate holds a relevant degree, has over 10 years of experience, and possesses strong communication skills. The position offers a salary range of $191,500 to $277,200 with bonus potential.