Portfolio Manager, Research & Advisory

Portfolio Manager responsible for working with senior financial advisors to service high-net-worth families, manage daily account administration, develop investment policies with asset allocation and tax/estate considerations, monitor portfolios, respond to client queries, and support team coordination. Collaborates on investment strategy research with the firm’s research group (including eVestment usage), participates in manager searches, and contributes to client-facing market outlook materials. Requires strong written/verbal communication, client-service orientation, ability to manage multiple priorities, and proficiency with MS Office, Bloomberg, and eVestment; 2–4 years of related asset/wealth management experience; undergraduate economics/finance background; CFA progression beneficial.