Portfolio Manager & Head Trader

Your Role & Responsibilities

• Execute trades across client portfolios, including ETFs, mutual funds, equities, and alternatives
• Manage rebalancing, cash flows, and tax-aware implementation
• Exercise discretion within defined portfolio guidelines
• Maintain and evolve the firm’s approved investment list
• Monitor markets and adjust positioning within established frameworks
• Conduct due diligence on mutual funds, ETFs, third-party managers, structured investments, and individual stocks
• Document due diligence and select individual securities, as applicable
• Lead sourcing and evaluating alternative investments
• Develop investment recommendations, including supporting analysis, portfolio fit, and risk considerations
• Serve as primary investment liaison with external fund managers and GPs
• Serve as primary investment liaison with 55ip for direct indexing and tax-aware platform needs
• Serve as primary investment liaison with Vestmark for UMA and managed accounts platform needs
• Collaborate with investment teams and specialists at partner firms
• Oversee implementation and monitoring of portfolios across platforms
• Ensure consistency between portfolio strategy and execution
• Collaborate on asset allocation and portfolio design
• Provide input on tactical positioning and risk management
• Contribute to ongoing refinement of the firm’s investment process
• Run monthly investment and strategy meeting
• Operate with measured discretion in day-to-day portfolio implementation and trading
• Play a central role in evaluating and recommending investment opportunities
• Contribute meaningfully to investment decisions, including alternative investments
• Collaborate with firm leadership on final investment decisions, particularly for new investment vehicles and strategic allocation

Ideal Candidate Profile & Qualifications

• 5+ years of experience in portfolio management, trading, or multi-asset investing
• Undergraduate degree required
• Series 7 and 65, or 63 and 66, required
• Familiarity or experience with various industry custodians and proprietary trading tools, including Pershing LLC, Pershing PAS, Schwab, Fidelity, and Goldman Sachs
• Familiarity or experience with Turnkey Asset Management Platforms (TAMP) and/or equivalent FinTech solutions and technology
• Demonstrated experience executing trades across diversified portfolios, conducting fund or manager diligence, and communicating with clients and third-party managers
• Strong understanding of tax-aware investing, multi-asset portfolio construction, and wealth management portfolio dynamics
• Comfortable operating with accountability, influence, and collaboration
• Process-driven, disciplined decision-maker

About Us

Bowersock Capital Partners is a small, independent financial services firm dedicated to delivering thoughtful, carefully constructed investment and financial planning solutions. We operate our business in partnership with Sanctuary Wealth, using Sanctuary’s platform, infrastructure, and operational support. We prioritize long-term relationships, disciplined decision-making, and a client-first approach in everything we do. Our size allows for meaningful collaboration, direct access to leadership, and the opportunity for each team member to make a tangible impact.

We are committed to supporting our employees with a comprehensive benefits package, including competitive compensation, health, dental, and vision insurance, a 401(k) plan with employer match, and paid vacation and holidays. At Bowersock Capital Partners, we strive to create an environment where talented professionals can grow, contribute, and build rewarding careers.