Sr. Portfolio Manager
1 month ago
The Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives. The ideal professional develops thoughtful strategies to manage liquidity, cash flows and risk, as well as working cooperatively with other firm professionals to deliver all resources on behalf of the client. 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.
With your technical investment expertise, you will:
- help to construct a broad-based investment portfolio which typically includes a broad range of asset classes, including both public and private strategies, based on the client investment policy statement and the firm’s investment strategy,
- work closely with the client team to insure client planning and tax goals are integrated into investment management,
- monitor and suggest recommended portfolio changes,
- conduct periodic investment meetings with clients, this may include travel for on-site meetings,
- serve on the firm investment committee and provide input to overall firm investment strategy,
- work closely with the investment research team to select the appropriate investment strategies and managers required to implement client goals
Using effective communication skills, you will:
- proactively introduce investment solutions and innovative ideas,
- continually explain and educate often complex investment strategies, and
- fully avoid conflicts of interest and operate according to fiduciary standards.
The successful candidate will have the following qualifications:
- 10+ years related experience in the financial services industry.
- Prior experience managing large and complex family relationships.
- CFA, CAIA or other professional certification required.
- Bachelor's degree required.
- Experience with alternative investments and private equity investments.
- Leadership and relationship management skills.
- Presentation skills and the ability to communicate at all levels, internally and externally.
- Must have solid understanding of financial markets.
- Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction.
- Outstanding judgment on when and how to adjust your professional style to a variety of audiences.
-
Sr. Portfolio Manager
1 week ago
Orlando, United States Biltmore Family Office, LLC Full timeThe Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and...
-
Sr. Portfolio Manager
1 month ago
Orlando, United States Biltmore Family Office, LLC Full timeThe Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and...
-
Sr. Portfolio Manager
3 days ago
Orlando, United States Biltmore Family Office, LLC Full timeThe Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and...
-
Portfolio Manager/Project Controller
1 week ago
Orlando, United States INSPYR Solutions Full timeTitle: Portfolio Controller Location: Orlando, FL (Hybrid Onsite- 4 days/week onsite) Duration: 12 month initial contract Compensation: $70-$84/hr Work Requirements: US Citizen, GC Holders or Authorized to Work in the US Job Description: The PPM Senior Analyst is responsible for driving and collaborating on Portfolio and Program health...
-
Portfolio Manager/Project Controller
3 weeks ago
Orlando, United States Software Resources, Inc. Full timeSoftware Resources has an immediate, long term contract job opportunity for a Portfolio Manager/Project Controller with a major corporation in Orlando, FL. On-site 4 days per week. This is a hybrid type role in the sense that it is part Project Controller-majority of role / Part Portfolio Manager- minority part of role.- Having been in roles such as resource...
-
Portfolio Manager/Project Controller
7 days ago
Orlando, United States Software Resources Full timeSoftware Resources has an immediate, long term contract job opportunity for a Portfolio Manager/Project Controller with a major corporation in Orlando, FL. On-site 4 days per week. This is a hybrid type role in the sense that it is part Project Controller-majority of role / Part Portfolio Manager- minority part of role.- Having been in roles such as...
-
Product Portfolio Manager
1 week ago
Orlando, Florida, United States Diversified Full timeProduct Portfolio ManagerOrlando, FL, USA Req #3606 Tuesday, May 28, 2024At Diversified, we don't just follow tech trends - we set them by leveraging the best in technology and ongoing advisory services to transform businesses. Our comprehensive suite of solutions is engineered to help our clients build connections that make a difference – whether by...
-
Product Portfolio Manager
3 days ago
Orlando, Florida, United States Diversified Full timeProduct Portfolio ManagerOrlando, FL, USA Req #3606 Tuesday, May 28, 2024At Diversified, we don't just follow tech trends - we set them by leveraging the best in technology and ongoing advisory services to transform businesses. Our comprehensive suite of solutions is engineered to help our clients build connections that make a difference – whether by...
-
Wine and Spirits Portfolio Manager
7 days ago
Orlando, United States Maverick Beverage Company Full timeJob DescriptionSUMMARYA Portfolio Manager is the primary contact with our suppliers and takes the point on managing all of their business in the wholesale channel. They are directly responsible for curating the portfolio, managing pricing, margins, inventory, education, goal setting and execution. Essential Functions (This list may not include all duties as...
-
Project Portfolio Manager I
2 weeks ago
Orlando, Florida, United States tapwage Full timeFacilities and Business Operations:The Facilities and Business Operations at UCF is dedicated to fostering a conducive educational environment for our faculty, staff, students, and the broader community. We are committed to excellence, providing unparalleled expertise, and maintaining a world-class standard of service.Please visit us at: or Facebook and...
-
Project Portfolio Manager I
3 days ago
Orlando, Florida, United States tapwage Full timeFacilities and Business Operations:The Facilities and Business Operations at UCF is dedicated to fostering a conducive educational environment for our faculty, staff, students, and the broader community. We are committed to excellence, providing unparalleled expertise, and maintaining a world-class standard of service.Please visit us at: or Facebook and...
-
Portfolio Administration Associate Manager
2 weeks ago
Orlando, United States Cushman & Wakefield, Inc. Full timeResponsible for managing the workflow and the day-to-day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate manager is also responsible for supporting the day-t Associate Manager, Portfolio, Manager, Associate, Leadership, Retail, Property Management, Support
-
Sr Manager Product Strategy
2 weeks ago
Orlando, United States Hilton Grand Vacations Full timeWORK FOR A WINNING TEAM THAT NOW OFFERS BENEFITS FROM DAY ONE, PLUS DAILY PAY* At Hilton Grand Vacations, you will become a part of a culture that encourages and motivates you toward achieving your goals. Here's why you will love it here: Recognition Programs and Rewards Excellent health care options, including medical, dental, and vision A people-first...
-
Sr Manager Product Strategy
2 weeks ago
Orlando, United States Hilton Grand Vacations Full timeJob DescriptionWORK FOR A WINNING TEAM THAT NOW OFFERS BENEFITS FROM DAY ONE, PLUS DAILY PAY* At Hilton Grand Vacations, you will become a part of a culture that encourages and motivates you toward achieving your goals. Here’s why you will love it here: Recognition Programs and Rewards Excellent health care options, including medical, dental, and vision A...
-
Sr Manager Product Strategy
1 day ago
Orlando, United States Hilton Grand Vacations Full timeWORK FOR A WINNING TEAM THAT NOW OFFERS BENEFITS FROM DAY ONE, PLUS DAILY PAY* At Hilton Grand Vacations, you will become a part of a culture that encourages and motivates you toward achieving your goals. Here's why you will love it here: Recognition Programs and Rewards Excellent health care options, including medical, dental, and vision A people-first...
-
Sr Manager Product Strategy
2 days ago
Orlando, United States Hilton Grand Vacations Full timeJob DescriptionWORK FOR A WINNING TEAM THAT NOW OFFERS BENEFITS FROM DAY ONE, PLUS DAILY PAY* At Hilton Grand Vacations, you will become a part of a culture that encourages and motivates you toward achieving your goals. Here’s why you will love it here: Recognition Programs and Rewards Excellent health care options, including medical, dental, and vision A...
-
Centralized Lending
2 months ago
Orlando, United States Truist Full timeESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk...
-
Centralized Lending
3 days ago
Orlando, United States Truist Full timeESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk...
-
Community Association Manager
1 week ago
Orlando, United States Leland Management Full timeJob Type Full-timeDescriptionJoin our team! Leland Management is seeking a experienced Portfolio Community Association Manager in the Orlando area. The position is full-time with great benefits.DescriptionProperty Managers are certified and licensed by the State of Florida for Community Association Management (CAM). CAM's ensure the entire community is...
-
Principal Portfolio Manager
1 week ago
Orlando, United States Software Resources Full timeSoftware Resources has an immediate job opportunity for a Principal Portfolio Manager - Project and Department Financials with a major corporation in Orlando, FL. Description: The Principal Portfolio Manager Project and Department Financials will support, manage, and track the department financials for Workforce Technology organization and project...