Portfolio Manager - Financial Services
About the role
We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams.
Responsibilities
- Implement investment models within client portfolios based on guidance from Wealth Managers
- Partner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plans
- Prepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisions
- Cook up and maintain investment models within client portfolios based on guidance from Wealth Managers
- Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actions
- Initiate trade requests aligned with client needs and portfolio strategy
- Avoid unnecessary costs and ensure accurate and timely implementation of model updates across client portfolios
- Maintain high standards of accuracy, consistency, and documentation in portfolio management activities
- Review and provide second-level approval for trades generated by the Portfolio Management trade proposal team
- Serve as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as needed
- Partner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices
- Is a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectives
- Design and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platform
- Build strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success
Requirements
The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience
- Minimum of six (6) years of experience in investment management or financial services
- Prior experience working for an RIA firm is a plus
- Prior team leadership experience is a plus
Skills
- Strong knowledge of portfolio construction, asset allocation, and investment strategy
- Deep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investments
- Working knowledge of entity structures such as trusts, partnerships, and LLCs
- Advanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus
Benefits
Our environment is supportive for learning and growing your career. We offer a Continuing education assistance program, a 401(k) with company match, a bonus program, company contribution up to 95% for health insurance, and a hybrid work arrangement.
Pay
Competitive salary and benefits package
Schedule
Full-time, Monday through Friday, 8:30 AM - 5:30 PM