VP Portfolio Manager: Global Multi-Asset Strategy Lead

International Search Consultants; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading wealth management firm in Seattle is seeking a Vice President, Portfolio Manager to manage customized portfolios for high-net-worth clients. The ideal candidate has over 10 years of portfolio management experience and excels in client communication. This strategic role involves managing client relationships and contributing to research initiatives within a values-driven organization.

Qualifications

• Minimum 10 years of experience in portfolio management.
• Experience with high-net-worth clients and global asset allocation.
• Strong analytical, communication, and client service skills.

Responsibilities

• Direct management of client investment portfolios.
• Implementation of asset allocation and investment policy.
• Active participation in investment committee meetings.
• Client communication, reporting, and relationship support.

Skills

Portfolio management

Client communication

Analytical skills

Relationship management

Education

MBA and/or CFA designation

Job description

Sign in to set job alerts for “Fixed Income Portfolio Manager” roles.

MSIM - Broad Markets Fixed Income, Portfolio Management - Vice President

Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President – New York

Senior Fixed Income and Derivative Portfolio Manager

Asset & Wealth Management, MAS, Portfolio Management – Third Party Wealth and Strategic Partnerships, Vice President- New York

Client Portfolio Manager, Public Fixed Income (Emerging Markets Debt)

Senior Quantitative Portfolio Manager (PM) – Global Industry Leader/Systematic Multi-Manager – New York/London – TC Base of up to 500K USD + % PnL

Asset and Liability Management (ALM) Associate Director (IC) - Portfolio Management

Financial Markets Risk Manager Lead, Capital Partners

Portfolio Manager, Investment Solutions Group

Senior Investment Professional, Private Placements

Director of Fixed Income Strategy: Onsite