Senior Portfolio Manager, Private Client Office

Ultipro; St. Louis (MO); Vor Ort; USD 180.000 - 320.000; Vollzeit

Benefits dieser Stelle

401k match

Medical insurance

Bonuses

Licensing coverage

Growth opportunities

Zusammenfassung

Renaissance Financial in St. Louis is seeking a Senior Portfolio Manager to lead discretionary portfolios for private client households. You will own asset allocation, tax-aware trading, and portfolio construction while partnering with lead advisors on client communication.

This role guides the development of investment processes, templates, and an approved universe of investments, with emphasis on risk management and complex balance sheets.

Qualifikationen

• 8 to 15 years of investment experience in wealth management or related setting.
• Demonstrated experience as discretionary decision maker on client accounts.
• Strong knowledge of portfolio construction, manager selection, and risk management.
• Demonstrated ability to advise on complex portfolio issues for affluent clients.

Aufgaben

• Serve as discretionary portfolio manager for PCO client households.
• Own asset allocation, portfolio construction, and account location strategy.
• Execute tax-aware transitions, portfolio changes, and rebalancing.
• Manage concentrated stock positions, including monetization and hedging.
• Collaborate with lead advisors on client communication and portfolio strategy.
• Build the PCO investment process and implementation standards.

Kenntnisse

Discretionary portfolio management

Wealth management

Client communication

Risk management

Tax-aware investing

Ausbildung

CFA required

Tools

Portfolio construction software

Trading platforms

Jobbeschreibung

Renaissance Financial in St. Louis is seeking a Senior Portfolio Manager to lead discretionary portfolios for private client households. You will own asset allocation, tax-aware trading, and portfolio construction while partnering with lead advisors on client communication.

This role guides the development of investment processes, templates, and an approved universe of investments, with emphasis on risk management and complex balance sheets.