Portfolio Manager
4 days ago
Role: Portfolio Manager
Salary: $250,000 - $350,000/annually
Location: New York, NY (on-site)
Overview: A leading asset management firm is seeking a seasoned Portfolio Manager to join its growing team in New York City. This is a high-impact role for a strategic investment professional with a proven track record of managing client relationships and delivering strong portfolio performance. The ideal candidate will bring deep industry expertise, a client-first mindset, and the ability to contribute revenue from an existing book of business.
Key Responsibilities:
- Oversee and manage investment portfolios across a diverse client base, ensuring alignment with financial goals and risk tolerance.
- Cultivate and maintain strong relationships with high-net-worth individuals, family offices, and institutional clients.
- Develop customized investment strategies and provide ongoing performance analysis and reporting.
- Collaborate with internal research and product teams to identify market opportunities and enhance portfolio offerings.
- Actively contribute to business development efforts by leveraging an existing client network and identifying new prospects.
- Serve as a trusted advisor, offering insights on market trends, asset allocation, and long-term financial planning.
- Minimum 15 years of experience in asset management, investment advisory, or private banking.
- Demonstrated ability to bring or transition a book of business, ideally generating $1-5M in revenue.
- Strong understanding of portfolio construction, investment vehicles, and regulatory frameworks.
- Background in a larger financial institution is a plus-especially for candidates seeking more flexibility and autonomy.
- Excellent communication and relationship management skills.
- CFA or similar designation preferred but not required.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
- Virginia residents may access our state specific policies here .
- Residents of all other states may access our policies here .
- Canadian residents may access our policies in English here and in French here .
- Residents of countries governed by GDPR may access our policies here .
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
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