Senior Portfolio Strategist – Hybrid, High-Impact

Placements24; Willows (CA); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Health, retirement, and life insurance

Growth opportunities

Direct impact on strategy

Job summary

Placements24 client, a respected asset management firm, seeks a Senior Portfolio Manager to lead investment portfolios with strategic decision-making and risk oversight. The role is hybrid and focuses on portfolio performance aligned with client objectives.

The candidate will develop investment strategies, conduct market analysis, and manage client relationships while overseeing a team of analysts and portfolio managers in a collaborative environment.

Qualifications

• Master's degree in Finance, Economics, or related field.
• CFA designation required or essential.
• 8+ years portfolio management experience.

Responsibilities

• Develop and implement investment strategies across asset classes.
• Conduct in-depth market research and analysis of trends and opportunities.
• Monitor and adjust portfolios to optimize performance and manage risk.
• Engage with clients to understand goals and provide updates and advice.
• Supervise and mentor investment analysts and junior portfolio managers.
• Collaborate with research, trading, and compliance teams.

Skills

Analytical skills

Decision making

Client relations

Team leadership

Education

Master's degree in Finance or Economics

CFA designation

Job description

Placements24 client, a respected asset management firm, seeks a Senior Portfolio Manager to lead investment portfolios with strategic decision-making and risk oversight. The role is hybrid and focuses on portfolio performance aligned with client objectives.

The candidate will develop investment strategies, conduct market analysis, and manage client relationships while overseeing a team of analysts and portfolio managers in a collaborative environment.