Senior Portfolio Manager | Ownership Track

A Rare Opportunity to Shape the Future of a High-Growth Investment FirmAre you a seasoned investment professional looking for a leadership role with significant earning potential, autonomy, and long-term growth opportunities? This is a newly created position with a fast-growing, highly stable firm that has achieved 25% annual revenue growth for 15 years"”a rarity in the industry. With extremely low turnover and a strong, collaborative team culture, this is a unique opportunity to make a lasting impact.Why This Role Stands OutNewly Created Position- You will act as a change agent, helping to facilitate growth and bring portfolio management fully in-house.High Earning Potential- Competitive $130,000 - $180,000 salary plus annual individual and team bonuses; team members average 8-10% annual raises.Long-Term Growth & Ownership Potential- This role is built for someone who wants to grow with the firm, shape its investment strategies, and potentially earn an ownership stake.Exceptional Stability & Team Culture- Most employees have been with the company 8-12+ years; the firm emphasizes work-life balance, collaboration, and professional development.Autonomy & Influence- This is not a rigid corporate structure"”you will have a high degree of control over investment decisions and portfolio strategies.What You'll DoPortfolio Management- Develop and implement tailored investment strategies, optimize portfolio performance, and oversee risk management.Investment Research & Market Insights- Conduct in-depth market analysis, generate investment ideas, and lead the firm's quarterly market commentaries.Client Engagement & Communication- Assist lead advisors with high-net-worth client meetings, provide economic insights, and educate team members on market trends.Team Leadership & Mentorship- Work closely with the trading and planning teams, mentor junior professionals, and contribute to firm-wide strategy discussions.What You Bring10+ years of experience in portfolio management or investment analysis.CFA or similar designation preferred (or a strong willingness to earn one).Deep expertise in financial markets, investment vehicles, and risk management strategies.Proactive, confident decision-making and a strong track record of investment success.Excellent communication skills to engage with clients, advisors, and team members.Proficiency in Y-Charts, Morningstar, Envestnet, NetX360, and other portfolio management tools.Why Now?With continued rapid growth and a strong foundation, the firm is creating this role to enhance portfolio performance, increase AUM, and shape the next phase of its investment strategy. If you're looking for a rare opportunity to make a real impact and grow your career with a firm that values its people, this could be the perfect fit.Ready to take the next step? Let's talk.

Created: 2025-02-26