Current jobs related to Senior Portfolio Manager - Miami - SAAGA Family Wealth

  • Senior Investment Portfolio Manager

    4 weeks ago

    Miami, United States Bank of America Full time

    Senior Investment Portfolio ManagerLocation: Miami, FloridaPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which reflects our dedication to our clients, employees, communities, and shareholders.We strive to create an inclusive and diverse workplace,...

  • Senior Portfolio Advisor

    1 week ago

    Miami, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. We pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise, and integrity.Job...

  • Senior Portfolio Advisor

    6 days ago

    Miami, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We pride ourselves on our enduring principles of service, expertise,...

  • Senior Portfolio Advisor

    2 months ago

    Miami, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Portfolio Manager

    2 weeks ago

    miami, United States Selby Jennings Full time

    Company Overview:Leading single-manager Hedge Fund based out of Miami. The firm's expertise lies in long/short equity strategies across the consumer sector, leveraging a blend of quantitative analysis and fundamental research to drive superior returns for our investors. The firm is committed to innovation, excellence, and delivering results that exceed...

  • Portfolio Manager

    3 weeks ago

    miami, United States Selby Jennings Full time

    Company Overview:Leading single-manager Hedge Fund based out of Miami. The firm's expertise lies in long/short equity strategies across the consumer sector, leveraging a blend of quantitative analysis and fundamental research to drive superior returns for our investors. The firm is committed to innovation, excellence, and delivering results that exceed...

  • Portfolio Manager

    3 weeks ago

    Miami, United States Selby Jennings Full time

    Company Overview:Leading single-manager Hedge Fund based out of Miami. The firm's expertise lies in long/short equity strategies across the consumer sector, leveraging a blend of quantitative analysis and fundamental research to drive superior returns for our investors. The firm is committed to innovation, excellence, and delivering results that exceed...

  • Senior Manager, HR Portfolio Delivery Expert

    2 weeks ago

    Miami, United States Royal Caribbean Group Full time

    About the RoleWe are seeking a highly skilled Senior Manager, HR Portfolio Delivery to join our team at Royal Caribbean Group. As a key member of our HR Strategy team, you will play a vital role in driving business projects and initiatives that impact our organization.Key ResponsibilitiesLead and manage critical HR projects that have a significant impact...

  • Senior Account Manager

    4 weeks ago

    Miami, United States Senior Account Manager (Spanish Speaking) Full time

    🚀 Join Our Team as a Senior Account Manager 🚀 Location: Miami, FLDepartment: Client Account Management About Us:Collinson is a global leader in shaping customer behavior and driving revenue across Loyalty, Travel Experiences, and Insurance & Assistance. With over 25 years of experience and a team of 2,000+ professionals, we're at the forefront of...

  • IT Portfolio Manager

    3 days ago

    Miami, Florida, United States The University of Miami Full time

    Job Title: IT Portfolio ManagerJoin the University of Miami Health System as an IT Portfolio Manager and take on a challenging role that requires strategic thinking, excellent communication skills, and a passion for delivering high-quality results.About the Role:The IT Portfolio Manager will oversee and administer one or more programs and corresponding...

  • Global Macro Portfolio Manager

    3 weeks ago

    miami, United States Selby Jennings Full time

    Selby Jennings has partnered with a leading Hedge Fund focused on Global Macro Investing. They are seeking a highly skilled and experienced Portfolio Manager to join their team. This role offers the unique opportunity to lead in the development and execution of both global macro and rates volatility investment strategies. The ideal candidate will bring a...

  • Global Macro Portfolio Manager

    3 weeks ago

    Miami, United States Selby Jennings Full time

    Selby Jennings has partnered with a leading Hedge Fund focused on Global Macro Investing. They are seeking a highly skilled and experienced Portfolio Manager to join their team. This role offers the unique opportunity to lead in the development and execution of both global macro and rates volatility investment strategies. The ideal candidate will bring a...

  • Global Macro Portfolio Manager

    3 weeks ago

    Miami, United States Selby Jennings Full time

    Selby Jennings has partnered with a leading Hedge Fund focused on Global Macro Investing. They are seeking a highly skilled and experienced Portfolio Manager to join their team. This role offers the unique opportunity to lead in the development and execution of both global macro and rates volatility investment strategies. The ideal candidate will bring a...

  • IT Portfolio Manager

    1 week ago

    Miami, Florida, United States The University of Miami Full time

    Job SummaryWe are seeking a highly skilled IT Portfolio Manager to join our team at The University of Miami. As a key member of our IT department, you will be responsible for overseeing and administering one or more programs and corresponding projects within the project portfolio.Key ResponsibilitiesDevelop and implement best practices, processes, and...

  • IT Portfolio Manager

    4 weeks ago

    Miami, United States The University of Miami Full time

    Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. The University of Miami Health System, "UHealth", Information...

  • IT Portfolio Manager

    7 days ago

    Miami, Florida, United States The University of Miami Full time

    Job SummaryWe are seeking a highly skilled IT Portfolio Manager to join our team at The University of Miami. As a key member of our IT department, you will be responsible for overseeing and administering multiple programs and projects within our project portfolio.Key ResponsibilitiesDevelop and implement best practices, processes, and toolsets for effective...

  • Portfolio Manager, FP&A

    3 hours ago

    Miami, Florida, United States Hut 8 Full time

    Job Title: Portfolio Manager, FP&AAbout Hut 8Hut 8 is a leading provider of data center infrastructure for next-generation computing workloads. We are committed to building a team of talented professionals who share our passion for innovation and excellence.About the RoleWe are seeking a highly skilled Portfolio Manager to join our Financial Planning and...

  • Portfolio Director

    2 days ago

    Miami, United States Selby Jennings Full time

    Company OverviewSelby Jennings is a leading single-manager Hedge Fund based in Miami, specializing in long/short equity strategies across the consumer sector. Our expertise lies in leveraging a blend of quantitative analysis and fundamental research to drive superior returns for our investors. We are committed to innovation, excellence, and delivering...

  • Commercial Portfolio Manager

    2 months ago

    Miami, United States Banesco USA Full time

    Job DescriptionJob DescriptionJob TitleCommercial Portfolio Manager Banesco USA is seeking a Commercial Portfolio Manager for our Portfolio Managers business unit.Primary Job DutiesMonitors existing lending relationships assigned to their portfolio and completes annual, semi-annual or quarterly reviews as required in a timely manner. Prepare monthly Watch...

  • Associate Portfolio Manager

    1 day ago

    Miami, United States Ascendo Resources Full time

    Associate Portfolio ManagerWe are seeking a highly skilled Associate Portfolio Manager to support our Portfolio Managers in all Investment and Administrative processes. As a key member of our team, you will be responsible for providing exceptional client service, preparing investment plans, and monitoring trade executions.Key Responsibilities:Client Service:...

Senior Portfolio Manager

4 months ago

Miami, United States SAAGA Family Wealth Full time

SENIOR PORTFOLIO MANAGER In Office full time position.


SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally.

The firm has an opportunity for an experienced portfolio manager to join our team, exceptional professional, with strong investment knowledge and a proven record of helping sophisticated, high net worth individuals and their families to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives. Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, manager/strategy selection, implementation, and on-going monitoring and evaluation.


Duties and responsibilities include but are not limited to:

  • Experience in portfolio management including investment research, balanced portfolio management, asset allocation and alternative investment strategies.
  • Manage and co-manage multi assets portfolios for individual, family and trust portfolios, based on the client’s investment policy statements and investment strategies, including management of liquidity needs, traditional equity and fixed income portfolios, and alternative investments as appropriate in each situation.
  • Monitor and suggest recommended portfolio changes,
  • Conduct periodic investment meetings with clients, this may include travel for on-site meetings.
  • Develop and implement framework for identifying market opportunities within private asset subsectors, leading to relative value decisions between public and private asset allocation.
  • Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies.
  • Lead and participate in the development of investment strategies.
  • Work closely with the client external advisors’ team to ensure client planning and tax goals are integrated into investment management.


Desired Qualifications:

  • 10+ years of investment advisory experience working with and cultivating relationships with sophisticated clients.
  • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
  • Experience with alternative investments and private equity investments.
  • Demonstrated success developing and executing balanced portfolios for high net worth private clients.
  • Risk management and control orientation.
  • Solid understanding of financial markets. Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual client.
  • Creative, innovative, and possess a high level of familiarity across a broad range of investment strategies and client management disciplines.
  • Strong personal and professional integrity and ethics.
  • High analytical expertise tempered by a strong relationship building mentality and interpersonal flexibility.
  • Outstanding judgment on when and how to adjust your professional style to a variety of audiences.
  • Bilingual English and Spanish