Senior Portfolio Manager

2 weeks ago

West Palm Beach, United States The Judson Group Full time

Reference Number: HRJ7352 Location: West Palm Beach, Florida or San Francisco, California Judson Group has been retained by a growing wealth management organization to add a

Senior Portfolio Manager & Investment Strategist

to support a recent acquisition, along with the expansion of the organization and need for a liaison to support investment collaboration, best practices and new ideas across the group. This role is actively involved in both portfolio management and investment collaboration across the group. The role will touch all aspects of portfolio management, which may include portfolio analysis, macro-economic research, and security level research. Additionally, this role interacts frequently with members of the team (Leadership, Portfolio Management, Operations, Compliance and Sales) to develop and execute new strategies across research, trading and investment strategy and selection. This is a great role for an individual with a strong portfolio management background, but has an interest in taking on a broader, more strategic role within a growing organization. Key Responsibilities: Creates, monitors and updates risk profiles and investment allocation models. Manages discretionary portfolios in line with specific restrictions and client requirements; monitors relevant compliance metrics and takes action to keep portfolios in tolerance with allocations and Investment Policy Statements (as applicable). Provides recommendations for rebalancing portfolios, investing cash, and raising cash consistent with clients’ tax sensitivity, portfolio make-up, manager suitability, and the company’s current investment strategy. Interacts with client service team members to coordinate client-specific investment strategies. Meets with clients, and prospective clients periodically to review their account activity and financial market conditions. Chairs investment committee and oversees macro-economic and fundamental investment research. Acts as a product and technical expert across the group. Leads, participates and contributes to the Investment Resource Group (IRG), a collaborative forum for investment research, ideas and strategy across the group. Participates in investment product committees / groups as needed (e.g., building out alternative strategies, structured notes, direct indexing, etc.) Maintains an active dialogue with members of the IRG to facilitate generation of new ideas, sharing knowledge and developing best practices. Actively contributes to development of investment commentary / communication across the areas of investment trends and outlook or other specific white paper topics. Build and maintain relationships with colleagues, peers, and industry groups to keep abreast of industry changes that may be of interest or impact to clients. Maintain relationships with consultants, research providers, brokers, and others who are key vendors to the group. Key Qualifications: 7+ years of experience in portfolio management. Bachelor’s degree required, MBA and/or CFA or CFP highly preferred. Experience with portfolio management, rebalancing, and CRM software preferred. Understanding of tax efficient management of portfolios. Experience interacting with clients and other portfolio managers / research teams. Expert knowledge of financial markets and managing equity, fixed income and alternative portfolios. Strong critical thinking and analytical skills. Excellent verbal and written communication skills. Strong team player. Willingness to travel to meet member partners and collaborate with investment professionals. Compensation: Competitive base salary with discretionary bonus Location:

West Palm Beach, Florida or San Francisco, California

#J-18808-Ljbffr

  • Senior Portfolio Manager

    2 weeks ago

    West Palm Beach, United States CareerBuilder Full time

    Reference Number: HRJ7352 Location: West Palm Beach, Florida or San Francisco, California Judson Group has been retained by a growing wealth management organization to add a Senior Portfolio Manager & Investment Strategist to support a recent acquisition, along with the expansion of the organization and need for a liaison to support investment collaboration,...

  • Community Association Manager

    2 weeks ago

    West Palm Beach, United States Associa, Inc. Full time

    Associa is currently looking for a Community Association Manager (CAM) to join our team in West Palm Beach, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be Association Manager, Manager, Portfolio, Customer Service, Property Management

  • Portfolio Management Analyst

    7 days ago

    North Palm Beach, United States NextEra Energy Resources Full time

    This position identifies, coordinates, and leads the bidding process for standard and non-standard full requirement transactions. Employees in this role manage profit and loss for a portion of the full requirements portfolio by monitoring performance Portfolio, Management, Analyst, Banking

  • Portfolio Manager

    1 week ago

    West Des Moines, United States EquiTrust Life Insurance Company Full time

    The Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires building strong relationships with stakeholders and serving as a single point of...

  • Senior Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

    Senior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...

  • Senior Financial Analyst

    1 week ago

    West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

    Senior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...

  • Associate Portfolio Manager

    1 week ago

    West Columbia, United States Farm Credit Full time

    Job Description: The Associate Portfolio Manager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate Portfolio Manager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate Portfolio Manager will work with other departments within...

  • Senior Project Manager- Architectural

    5 days ago

    West Palm Beach, United States Spina O'Rourke + Partners Full time

    Who We Are SpinaOrourke + Partners is an architectural and interior design firm operating in West Palm Beach, Florida for over thirty years. We are a team that uses a collaborative and results-oriented approach to guide our clients through the entire design-build process. Our dedicated client base and diverse project portfolio is a testament to delivering...

  • Portfolio Management Associate

    6 days ago

    West Des Moines, United States Foster Group Full time

    The Portfolio Management Associate is a member of the Portfolio Management Team and is primarily responsible for executing trades and the maintenance of client portfolios in accordance with Foster Group’s investment strategy. The Portfolio Management Associate can expect to perform a variety of functions to support the Lead Advisors and Investment...

  • Portfolio Management Associate

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    West Des Moines, United States Foster Group Full time

    The Portfolio Management Associate is a member of the Portfolio Management Team and is primarily responsible for executing trades and the maintenance of client portfolios in accordance with Foster Group’s investment strategy. The Portfolio Management Associate can expect to perform a variety of functions to support the Lead Advisors and Investment...

  • Senior Project Manager- Architectural

    7 days ago

    West Palm Beach, United States Spina O'Rourke + Partners Full time

    Who We Are SpinaOrourke + Partners is an architectural and interior design firm operating in West Palm Beach, Florida for over thirty years. We are a team that uses a collaborative and results-oriented approach to guide our clients through the entire design-build process. Our dedicated client base and diverse project portfolio is a testament to delivering...

  • Community Association Manager

    1 week ago

    West Palm Beach, United States Associa Full time

    Job DescriptionAssocia is currently looking for a Community Association Manager (CAM) to join our team in West Palm Beach, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be successful in this role you will need great customer service skills and the ability to work on...

  • Senior Project Manager- Architectural

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    West Palm Beach, United States Spina O'Rourke + Partners Full time

     Who We AreSpinaOrourke + Partners is an architectural and interior design firm operating in West Palm Beach, Florida for over thirty years. We are a team that uses a collaborative and results-oriented approach to guide our clients through the entire design-build process. Our dedicated client base and diverse project portfolio is a testament to delivering...

  • Senior Project Manager

    5 days ago

    West Palm Beach, United States Spina O'Rourke + Partners Full time

    Who We AreSpinaOrourke + Partners is an architectural and interior design firm operating in West Palm Beach, Florida for over thirty years. We are a team that uses a collaborative and results-oriented approach to guide our clients through the entire design-build process. Our dedicated client base and diverse project portfolio is a testament to delivering...

  • Property Management Coordinator

    3 weeks ago

    West Palm Beach, United States The Sterling Organization LLC Full time

    Job DescriptionJob DescriptionProperty Management CoordinatorFull TimeWest Palm Beach FL - Sterling, West Palm Beach, FL, USPosition SummaryThe Property Management Coordinator will assist with the oversight of the property management team and operations activities across Sterling’s portfolio of properties. The Property Management Coordinator will be...

  • Senior Wealth Manager

    5 days ago

    West Palm Beach, United States Leah Yosef International Full time

    Senior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as well...

  • Senior Project Manager

    5 days ago

    West Palm Beach, United States Trinity Search Group Full time

    This is a great opportunity to join a dynamic general contractor based in South Florida and be part of a very high-profile project in West Palm Beach. The company is family owned and truly treats their people like family and offers excellent growth potential. They have been in business for over 30 years and enjoy a great reputation for bringing both quality...

  • Senior Wealth Manager

    2 weeks ago

    West Palm Beach, United States Leah Yosef International Full time

    Senior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as...

  • Senior Project Manager

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    West Palm Beach, United States Trinity Search Group Full time

    This is a great opportunity to join a dynamic general contractor based in South Florida and be part of a very high-profile project in West Palm Beach. The company is family owned and truly treats their people like family and offers excellent growth potential. They have been in business for over 30 years and enjoy a great reputation for bringing both quality...

  • Senior Project Manager

    6 days ago

    West Palm Beach, United States Trinity Search Group Full time

    This is a great opportunity to join a dynamic general contractor based in South Florida and be part of a very high-profile project in West Palm Beach. The company is family owned and truly treats their people like family and offers excellent growth potential. They have been in business for over 30 years and enjoy a great reputation for bringing both quality...