Senior Portfolio Manager — UHNW Multi-Asset Strategy

Silvercrest Asset Management Group LLC

Richmond (VA)

On-site

USD 150,000 - 230,000

Full time

6 days ago

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Job summary

Silvercrest Asset Management Group LLC in Richmond, VA seeks an experienced Portfolio Manager to lead portfolio construction, oversight, and client engagement. This senior role requires deep investment expertise and a proven ability to build long-term relationships with ultra-high-net-worth families and institutions.

You will design customized portfolios across public and private markets, monitor risk, and collaborate with a dedicated team to deliver precise investment solutions, performance

Qualifications

Minimum of 10 years in investment management or financial services.
Experience managing multi-asset portfolios.
Experience with institutional or UHNW clients.
Strong analytical and presentation skills.

Responsibilities

Portfolio management for client relationships ensuring alignment with objectives.
Design, implement, and monitor customized portfolios across markets.
Oversee portfolio performance, allocation and risk exposure.
Lead client review meetings, communicating strategy and outlook.
Collaborate with client service and operations teams.
Support business development and new client opportunities.

Skills

Portfolio construction

Asset allocation

Risk management

Investment strategy

Client relationship management

Communication

Education

Bachelor's degree in Finance, Economics, Business, or related field

MBA and/or CFA preferred

Job description

You will design customized portfolios across public and private markets, monitor risk, and collaborate with a dedicated team to deliver precise investment solutions, performance

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