Portfolio Manager, Private Asset Management (Washington, DC or Fairfax, VA)

Job description

Portfolio Manager, Private Asset Management The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. Key Responsibilities and Duties: - Builds successful investment portfolios informed by market conditions and economic trends. - Maintains accurate records and documentation for audits and client reporting. - Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis. - Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. - Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. - Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money l...