Senior Portfolio Manager, UHNW Clients & Strategy

InforCapital, partnership; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Silvercrest Asset Management in Richmond, Virginia is seeking an experienced Portfolio Manager to manage complex client portfolios and build long-term client relationships. The position requires a strong technical background and portfolio management expertise, focusing on providing personalized investment strategies to ultra-high-net-worth clients.

The successful candidate will work closely with team members across investment management and client service functions. Preferred qualifications include a Bachelor's degree in Finance, Economics, or Business and an MBA or CFA.

Qualifications

• Demonstrated ability to manage complex client portfolios.
• Deep investment expertise with a strong analytical background.
• Proven track record of managing sophisticated portfolios for UHNW clients.

Responsibilities

• Serve as a portfolio manager for client relationships.
• Design and monitor customized investment portfolios.
• Lead portfolio review meetings for clients.

Skills

Portfolio management

Investment oversight

Client relationship management

Risk assessment

Business development

Education

Bachelor's degree in Finance, Economics, or Business

MBA and/or CFA preferred

Job description

Silvercrest Asset Management in Richmond, Virginia is seeking an experienced Portfolio Manager to manage complex client portfolios and build long-term client relationships. The position requires a strong technical background and portfolio management expertise, focusing on providing personalized investment strategies to ultra-high-net-worth clients.

The successful candidate will work closely with team members across investment management and client service functions. Preferred qualifications include a Bachelor's degree in Finance, Economics, or Business and an MBA or CFA.