Client Portfolio Manager and Senior Investment Analyst

Job Summary:

The Client Portfolio Manager and Senior Investment Analyst is a hybrid, client-facing position integrating advanced investment research with direct portfolio management responsibilities. This role acts as both a strategic advisor and analytical expert, designing, implementing, and communicating customized investment strategies aligned with each client's unique goals.

Combining rigorous research, sophisticated modeling, and hands‑on portfolio construction, this position serves as a trusted steward of client assets while contributing meaningfully to the firm's Investment Committee and overall investment strategy. The role requires deep analytical capability, strong interpersonal communication, and the ability to translate complex market insights into clear, actionable guidance for clients and internal teams.

• Assess client goals, risk tolerance, and constraints to design tailored investment portfolios.
• Communicate proactively with clients regarding markets, performance, and economic trends.
• Convey the firm's investment philosophy and process clearly.
• Educate clients on opportunities, expectations, and long‑term objectives.
• Participate in and lead prospect meetings and client onboarding.
• Serve as a subject matter expert translating complex data into accessible insights.

• Conduct research across equities, fixed income, alternatives, currencies, commodities, and global macro.
• Build predictive models; perform quantitative and qualitative research.
• Develop recommendations and present insights to the Investment Committee.
• Perform due diligence on third‑party managers and vehicles.
• Monitor economic, corporate, and geopolitical trends to guide portfolio decisions.

• Oversee construction, rebalancing, and implementation aligned with client objectives.
• Develop and execute investment processes, asset selection, and tactical shifts.
• Provide analysis on individual stocks and managed funds/ETFs.
• Execute risk‑management strategies and adjust proactively.
• Monitor regulatory and market changes affecting strategy.

• Work with Wealth Advisors to ensure strong portfolio design and client experience.
• Collaborate with analysts, fund managers, and traders for deeper insights.
• Contribute to the Investment Committee and model development.
• Support advisors with timely client‑related deliverables.

• Deep expertise in investment/portfolio theory, global markets, and instruments.
• Strong portfolio construction, performance analysis, and risk management skills.
• Highly analytical with strong trend‑detection and pattern‑recognition capability.
• Advanced modeling and research synthesis abilities.
• Ability to anticipate market changes and apply behavioral finance principles.
• Exceptional attention to detail and time‑management.
• Strong presentation and reporting skills.
• Intellectual curiosity and proactive research mindset.

• Expertise in asset allocation, performance evaluation, and risk mitigation.
• Advanced financial modeling, predictive analytics, and research methods.
• Knowledge across asset classes and analytical tools.
• Ability to present complex research clearly.
• Understanding of behavioral finance.
• Continuous monitoring of markets and economic news.

• High emotional intelligence and self‑awareness.
• Strong relationship‑building skills and consultative approach.
• Team‑oriented, detail‑focused, and humble.
• Creative thinking and ability to simplify complexity.
• Excellent verbal and written communication.

• High integrity and ethical standards.
• Crisis management and decisiveness.
• Thought leadership and team mentorship.
• Ability to uphold and articulate the firm's mission and values.

• Cross‑disciplinary fluency; strong adaptability.
• Team‑first mindset and systems thinking.
• Ability to leverage networks to enhance client outcomes.

• Bachelor's in finance, economics, business, mathematics, data science, risk management, or related field.
• 5+ years of investment experience, ideally client‑facing.
• Strong knowledge of portfolio management and rebalancing systems.
• Experience with stock analysis and manager due diligence (preferred).
• Ability to build and communicate models and research.
• Background/credit check required.
• Series 65 or qualifying exam required.

• CFA designation or active progress toward the charter.
• MBA or related graduate degree.

Senior Portfolio Manager → Portfolio Manager → Senior Investment Analyst → Investment Analyst → Intern