Senior Investment Portfolio Manager

3 weeks ago


Stamford, Connecticut, United States Beacon Talent Full time

We are seeking a highly skilled Senior Investment Portfolio Manager to oversee and manage Separately Managed Accounts (SMAs) at Beacon Talent.

Job Overview

This 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.
Requirements
  • 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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