Sr Portfolio Manager - Private Asset Management

Job description

Sr. Portfolio Manager, Private Asset Management The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches. Key Responsibilities and Duties: - Lead investment management for high-value client relationships with sophisticated needs. - Ensure operational accuracy, compliance, and high-touch client servicing. - Create and adjust asset allocation strategies to align with evolving client goals. - Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. - Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities. - Contribute to team investment philosophy and tactical allocation decisions. - Collaborate with legal, tax, and planning experts to deliver holistic solutions. - Serve as a subject matter expert in client meetings and internal strategy sessions. - Identify risks and opportunities across portfolios and macroeconomic trends. -...