Senior Investment Portfolio Manager
3 weeks ago
We are seeking a highly skilled Senior Investment Portfolio Manager to oversee and manage Separately Managed Accounts (SMAs) at Beacon Talent.
Job OverviewThis is an exceptional opportunity to work with a leading asset management firm catering to High Net Worth Individuals, Family Offices, and Institutional Investors.
About the Role- Oversee and manage a portfolio of SMAs, ensuring alignment with clients' investment objectives, risk tolerance, and time horizon.
- Develop and implement tailored investment strategies for HNW, family office, and institutional clients across multiple asset classes.
- Monitor and execute periodic rebalancing of SMA portfolios and ETFs to maintain asset allocation in line with clients' strategic objectives.
- Bachelor's degree in Finance, Economics, or a related field (MBA or CFA preferred).
- Minimum of 5-7 years of experience in portfolio or asset management, specifically with SMAs.
- Multi-asset experience with a preference for experience with equities, including in-depth knowledge of equity markets and equity-focused investment strategies.
- Proven track record in managing investment portfolios for HNW individuals, family offices, and institutional investors.
- Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships.
- Strong analytical and quantitative skills with attention to detail, Python & SQL.
- Proficiency in portfolio management software and financial analysis tools.
- Understanding of regulatory requirements, risk management practices, and tax optimization strategies in direct indexing and portfolio management.
**Salary Range:** $120,000 - $180,000 per annum, depending on experience.
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