Senior Portfolio Manager: Wealth Strategy & Client Advisory

MAI Capital Management; Independence Township (OH); On-site; USD 140,000 - 210,000; Full time

Job summary

MAI Capital Management seeks a seasoned Portfolio Manager to implement the firm's investment strategy for high net worth clients in the Independence Township area. The role involves direct client interaction, portfolio oversight, and participation in investment committees.

You will trade securities, review reports, and collaborate with financial planners to deliver holistic advisory services while maintaining strict confidentiality and a high standard of ethics in a fast-paced team setting.

Qualifications

• 10+ years of experience in investment management
• Broad background in financial markets
• Bachelor's degree in Finance or Economics preferred
• MBA or CFA preferred

Responsibilities

• Frequent contact with clients through in person meetings, phone and written communication.
• Prepares and reviews client reports.
• Provides advice and strategies related to clients’ investment portfolios.
• Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
• Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
• Participates in business development process for prospective clients.
• May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
• Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
• Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
• Reviews private opportunities and conducts other ad-hoc research for clients.

Skills

Financial markets knowledge

Investment analysis

Client relationship management

Portfolio strategy

Communication skills

Team collaboration

Education

Bachelor's in Finance or Economics

MBA or CFA preferred

Job description

MAI Capital Management seeks a seasoned Portfolio Manager to implement the firm's investment strategy for high net worth clients in the Independence Township area. The role involves direct client interaction, portfolio oversight, and participation in investment committees.

You will trade securities, review reports, and collaborate with financial planners to deliver holistic advisory services while maintaining strict confidentiality and a high standard of ethics in a fast-paced team setting.