Portfolio Manager / Associate Portfolio Manager

Portfolio Manager / Associate Portfolio Manager responsible for written portfolio communications, investment analysis and strategy, and operational tasks supporting private client portfolios. Responsibilities include producing written portfolio strategy communications, developing market outlook materials, presenting portfolio and market analysis to internal committees, taking ownership of tactical portfolio positions, and assisting with everyday portfolio management tasks such as cash management, model maintenance, and ad hoc project work. Key skills include understanding multiple asset classes, portfolio construction, risk management, technical communication to internal/external stakeholders, and proficiency with industry qualifications (e.g., IMC or CFA). Requires strong interpersonal skills, attention to detail, and the ability to work within a professional wealth-management environment.