Virtual • United States

B. Riley Securities, Inc; United States; On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) profit-sharing retirement plan

Paid holidays, vacation, and sick leave

Voluntary group medical, dental, and vision insurance

Job summary

B. Riley Securities, Inc is seeking an experienced Senior Portfolio Manager to oversee a $200 million portfolio of mutual funds and ETFs. Responsibilities include portfolio management, construction, due diligence, and performance monitoring.

The ideal candidate should have at least 8 years of experience in portfolio management and excellent communication skills. Benefits include competitive salary, retirement plan, and paid leave.

Qualifications

• 8+ years of experience in portfolio management or investment management.
• Demonstrated expertise in mutual fund and ETF selection.
• Excellent written and verbal communication skills.

Responsibilities

• Manage a $200MM multi‑asset portfolio of mutual funds and ETFs.
• Construct and maintain strategic and tactical asset allocations.
• Monitor portfolio performance and execute rebalancing decisions.

Skills

Portfolio management

Investment management

Communication skills

Due diligence

Education

8+ years of experience in portfolio management

Tools

FI360

Morningstar Advisor Workstation

Job description

Senior Portfolio Manager

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals, families, businesses, institutions, nonprofits, trusts, foundations, and endowments.

We are seeking an experienced and driven Senior Portfolio Manager to join our Wealth Management team and manage a $200 million portfolio of mutual funds and ETFs across multiple model portfolios. This individual will report directly to the EVP, Head of Relationship Management, and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firm's financial advisors. The expected base salary range for this position is $125,000 - $175,000.

Responsibilities

• Assume management responsibility for a $200MM multi‑asset portfolio of mutual funds and ETFs across 12 model portfolios.
• Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives.
• Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed.
• Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions.
• Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors.
• Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors.
• Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance.
• Build strong working relationships with advisors to drive adoption and address portfolio‑related questions.
• Contribute to broader firm strategy on products and services.
• Translate complex investment concepts into accessible language tailored to advisors and clients.
• Perform due diligence on ETFs and mutual funds with accompanying documentation and publication.
• Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape.
• Identify opportunities to enhance portfolio construction, fund selection processes, and model design.

Education, Experience and Skills Required

• 8+ years of experience in portfolio management or investment management, with direct experience managing multi‑asset model portfolios.
• Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction.
• Experience with or exposure to alternative investment strategies within a model portfolio context.
• Excellent written and verbal communication skills, including experience presenting to financial advisors and clients.
• Self‑starter with a proactive mindset and the ability to work independently.
• Sound investment judgment, high integrity, and discretion with sensitive client and firm information.

Preferred Qualifications

• CAIA, CFP, or other relevant designations.
• Experience within a family office, RIA, broker‑dealer, or wealth management environment.
• Familiarity with advisor‑facing distribution or internal wholesaling.
• Experience with research tools such as FI360 and Morningstar Advisor Workstation.

Benefits

• Competitive salary.
• 401(k) profit‑sharing retirement plan.
• Paid holidays, vacation, and sick leave.
• Voluntary group medical, dental, and vision insurance.
• Company‑paid life and disability coverage.