A premier wealth management firm is seeking a talented Vice President, Portfolio Manager to join its growing investment team. This is an exciting opportunity to help shape and execute investment strategies for ultra-high-net-worth clients and contribute to the growth of a highly respected firm with a strong client-centric culture.
As a Portfolio Manager, you will oversee multi-asset class portfolios—including equities, fixed income, cash, and alternatives—while adhering to tailored investment guidelines. In this visible and client-facing role, you will also contribute to macroeconomic and securities research, participate in investment meetings, and play a key role in business development.
Key Responsibilities:
- Manage diversified portfolios in alignment with client objectives and firm policies.
- Make investment decisions and execute asset allocation strategies.
- Conduct research on economic trends, sectors, and securities.
- Collaborate on internally managed strategies and asset allocation modeling.
- Attend and contribute to weekly/monthly investment team meetings.
- Lead regular client meetings and present investment updates.
- Support new business development and deepen existing relationships.
- Partner closely with Client Administrators for account management.
Ideal Candidate Qualifications:
- Bachelor’s degree required; MBA or CFA strongly preferred.
- 10+ years of experience in portfolio management or investment analysis.
- Experience managing staff and overseeing complex portfolios.
- Expertise in global asset allocation, equities, and fixed income.
- Strong research skills and an analytical mindset.
- Proven ability to build and maintain client relationships.
- Excellent written and verbal communication skills.
- Highly organized, team-oriented, and committed to service excellence.
- Ability to travel as needed; valid driver’s license required.
What You’ll Bring:
- Strategic thinking combined with a meticulous attention to detail.
- A collaborative spirit and high level of professional integrity.
- Passion for helping clients achieve their financial goals.
How to Apply:
Please contact Lisa Finch directly at , 888-771-1488.
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in a hire and keep all referrals confidential unless you ask us to use your name. We’re looking for a strong VP, Portfolio Manager West Los Angeles, California. Whose name comes to mind? Please send all referrals to Lisa at .
