Senior Portfolio Manager (S / VP)

Job Description

Job Description

Portfolio Manager (Senior / Vice President level depending on experience)

West Los Angeles, California | On-Site

A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families .

What You’ll Do

• Directly manage client investment portfolios
• Implement asset allocation and investment policy across global asset classes
• Conduct macroeconomic, sector, and security-level research
• Actively participate in investment committee meetings
• Communicate with clients, prepare reports, and support ongoing relationships
• Contribute to growth through referral engagement and select business development

What We’re Looking For

Why Join

This is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization . You’ll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement.

Portfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives