Senior Portfolio Manager: Hybrid, Client-Focused Investing

Cerity Partners LLC; Irvine (CA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Job summary

Cerity Partners LLC is seeking a Portfolio Manager in Irvine, CA, to oversee investment strategies, portfolio construction, and performance management. The role demands leadership and technical expertise with a focus on delivering risk-adjusted returns for clients.

The ideal candidate will possess 7-10+ years of industry experience, a Bachelor’s degree, and credentials like CFP or CFA. A strong understanding of capital markets and exceptional communication skills are essential.

The position offers a competitive salary range of $120,000 - $170,000 along with excellent benefits such as health insurance and flexible PTO.

Qualifications

• 7-10+ years of industry experience in investment management.
• Completion of CFP or CFA designation, or other advanced degrees.
• Strong understanding of portfolio risk management.

Responsibilities

• Oversee investment strategy and portfolio performance management.
• Lead asset allocation decisions and manager selection.
• Develop and maintain Investment Policy Statements (IPS).
• Ensure compliance with fiduciary standards and firm policies.
• Communicate performance results to clients effectively.

Skills

Investment research and due diligence

Portfolio construction

Asset allocation

Capital markets understanding

Strong attention to detail

Excellent problem-solving skills

Education

Bachelor’s degree

CFP or CFA designation

Tools

e-Money

Salesforce

Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)

Job description

Cerity Partners LLC is seeking a Portfolio Manager in Irvine, CA, to oversee investment strategies, portfolio construction, and performance management. The role demands leadership and technical expertise with a focus on delivering risk-adjusted returns for clients.

The ideal candidate will possess 7-10+ years of industry experience, a Bachelor’s degree, and credentials like CFP or CFA. A strong understanding of capital markets and exceptional communication skills are essential.

The position offers a competitive salary range of $120,000 - $170,000 along with excellent benefits such as health insurance and flexible PTO.