VP Portfolio Manager | Hybrid, ESOP & Health Coverage

livingHR, Inc.; Fort Myers (FL); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health & Wellness benefits

401(k) with ESOP

Job summary

livingHR, Inc. seeks a seasoned VP, Portfolio Manager to lead client portfolios in alignment with fiduciary standards. You will execute strategy, monitor performance, and collaborate with fiduciary professionals to deliver disciplined investment outcomes.

The ideal candidate has 7+ years in portfolio management within wealth/asset management and a strong grasp of asset allocation and risk management. You will engage with client-facing colleagues to support reviews, contribute to investment

Qualifications

• Minimum seven (7) years of experience in portfolio management within wealth management, asset management, or a fiduciary-focused financial services firm.
• Demonstrated experience managing client portfolios independently.
• Strong understanding of asset allocation, portfolio construction, and investment risk management.
• Experience executing trades and overseeing portfolio rebalancing.
• Advanced analytical skills with strong attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Construct and manage client portfolios in accordance with investment policy statements and firm strategy.
• Execute trades and portfolio rebalancing to maintain target asset allocations.
• Monitor portfolio performance, risk exposure, and market conditions.
• Conduct research and due diligence on investment strategies, managers, and asset classes.
• Partner with client-facing professionals to support client reviews and investment discussions.
• Identify portfolio risks or opportunities and recommend appropriate adjustments.
• Maintain accurate documentation and ensure compliance with regulatory and internal standards.
• Contribute to investment committee discussions and strategic analysis.
• Perform other duties as assigned or as necessary to support the needs of the role.

Skills

Portfolio management

Wealth management

Asset allocation

Investment risk mgmt

Trade execution

Analytical skills

Communication skills

Education

Bachelor's degree

CFA designation or progress

Job description

livingHR, Inc. seeks a seasoned VP, Portfolio Manager to lead client portfolios in alignment with fiduciary standards. You will execute strategy, monitor performance, and collaborate with fiduciary professionals to deliver disciplined investment outcomes.

The ideal candidate has 7+ years in portfolio management within wealth/asset management and a strong grasp of asset allocation and risk management. You will engage with client-facing colleagues to support reviews, contribute to investment