Senior Portfolio Manager (Senior / Vice President)

Job overview

The Senior Portfolio Manager (Senior / Vice President) role is onsite in Los Angeles, CA. Compensation is $160,000–$240,000 per year. The role joins the investment team of a highly regarded independent wealth management firm serving high-net-worth individuals and families. The position manages customized, multi-asset portfolios and contributes to investment strategy through asset allocation, research, investment committee participation, and client communication. It also supports client relationships and firm growth through referral engagement and select business development.

What you'll do

• Manage client investment portfolios
• implement asset allocation and investment policy across global asset classes
• conduct macroeconomic, sector, and security-level research
• participate in investment committee meetings
• communicate with clients and prepare reports
• support ongoing client relationships
• contribute to referral engagement and select business development.

What we're looking for

Skills & competencies

senior portfolio manager

vice president

los angeles ca

$160k–$240k per year

wealth management

portfolio management

high-net-worth clients

global asset allocation

investment research

equities

fixed income

alternatives

Work arrangement

• Weekend coverage required

Why this role

Senior or Vice President level depending on experience; 10+ years of portfolio management experience sought; MBA and/or CFA strongly preferred.

About the employer

International Search Consultants is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.