Portfolio Manager
Job Description
This role is designed for an experienced investment professional with a demonstrated ability to manage complex client portfolios and build long-term client relationships. The Portfolio Manager will serve as a senior member of the investment team, responsible for portfolio construction, investment oversight, client engagement, client support team oversight, and business development.
Responsibilities
- Serve as a portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals.
- Design, implement, and monitor customized investment portfolios across public and private markets.
- Oversee portfolio performance, asset allocation, and risk exposures, recommending adjustments as market conditions or client circumstances evolve.
- Maintain deep knowledge of Silvercrest’s investment platform and contribute to investment research and strategy discussions.
- Act as a primary investment contact for clients, leading portfolio review meetings and communicating investment strategy, performance, and outlook.
- Collaborate with client associates and family office professionals to deliver comprehensive, high-touch client service.
- Identify opportunities to expand existing client relationships and contribute to new business development initiatives.
- Work closely with portfolio associates, client associates, operations, and compliance teams to ensure effective portfolio implementation and service delivery.
- Assist with management and oversight of portfolio associates and client associate and all elements of client service related workflows.
- Support firm-wide initiatives related to investment process improvement, systems, and best practices.
Requirements
- Minimum of 10 years of relevant investment management or financial services experience
- Demonstrated experience managing complex, multi-asset portfolios
- Experience with alternative investments (private equity, private credit, hedge funds, real assets) preferred
- Experience with institutional clients and/or ultra high net worth family clients
- Demonstrated experience with business development
Skills
- Advanced understanding of portfolio construction, asset allocation, risk management, and investment strategy implementation
- Strong technical and analytical skills with the ability to evaluate traditional and alternative investments
- Proven experience presenting investment strategies and portfolio results to sophisticated clients
- Excellent organizational skills with the ability to manage multiple client relationships and priorities
- Strong communication skills, both verbal and written
- Ability to work collaboratively as a team player while exercising independent judgment
Benefits
Competitive base salary commensurate with experience, plus eligibility for performance-based bonus.
Pay
Competitive base salary commensurate with experience, plus eligibility for performance-based bonus.
Schedule
Full-time
Qualifications
Master's degree in Finance, Economics, Business, or a related field; MBA and/or CFA preferred
Company Information
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $35 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest’s client-centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.
Equal Opportunity Employer
Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.