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Senior Portfolio Manager
2 weeks ago
West Los Angeles, California | On-Site
A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families.
What You'll Do
- Directly manage client investment portfolios
- Implement asset allocation and investment policy across global asset classes
- Conduct macroeconomic, sector, and security-level research
- Actively participate in investment committee meetings
- Communicate with clients, prepare reports, and support ongoing relationships
- Contribute to growth through referral engagement and select business development
- 10+ years of portfolio management experience
- MBA and/or CFA designation strongly preferred
- Proven success working with high-net-worth families
- Expertise in global asset allocation (equities, fixed income, alternatives)
- Strong analytical, communication, and relationship-management skills
Why Join
This is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization. You'll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement.
Portfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives
