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    Portfolio Manager - Portland, United States - S Piper Staffing LLC

    S Piper Staffing LLC
    S Piper Staffing LLC Portland, United States

    3 weeks ago

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    Description

    Title:
    Portfolio Manager


    Job Type:
    Full-time / Perm / Fully On-site


    Locations:
    Portland, OR
    Seattle, WA
    Bellevue, WA


    Compensation:
    Competitive Salary –

    Base Salary Range:
    $175k - $215k/annually, depending on experience.
    Opportunities to participate in client asset growth.
    Bonus potential.


    Benefits:
    Medical, Vision, Dental, Life, and Disability Insurance (100% paid for by the company).
    401(k) Plan + Match
    Flexible Spending Account
    Paid Time Off
    Paid Parental Leave after one year of employment.


    Summary:
    Our client is seeking several talented, experienced, senior-level

    Portfolio Managers

    to join their team in Seattle or Bellevue, WA, and Portland Oregon.

    As a

    Portfolio Manager,

    you will work with the executive leadership team, trading team, financial advisors, and directly with clients. You should feel very comfortable talking directly with clients. The firm seeks high-caliber individuals who will succeed in a high-opportunity business environment.


    About the Firm:


    Our client is a rapidly growing wealth management and tax (RIA) firm managing nearly $6 billion in AUM and operating with locations across the U.S.

    The firm provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high-net-worth clients, families, non-profit organizations, and company retirement plans.

    The firm is one of the fastest-growing financial services firms on the West Coast. They are currently directing the financial lives and managing the assets of hundreds of individuals and businesses.

    Their target market is comprised of high-income tax-bracket individuals and business owners, where their expertise in tax planning and tax-sensitive investing provides added value.


    Responsibilities:
    Communicating directly with high-net-worth individuals and working closely with Financial Advisors to design client investment strategies.
    Communicating directly with clients regarding the execution of trades and any investment and/or portfolio questions they may have.
    Portfolio rebalancing and trading.
    Performance calculation and reporting
    Analysis of prospective client's investment portfolios.
    Conducting investment research.
    Assisting the CIO and Investment Team in evaluating new investments/strategies.
    Helping conduct due diligence on private/alternative investments.
    Notifying advisor/client of cash flow issues, account restrictions, etc.

    Qualifications / Requirements:

    5–8+ years of professional experience in finance and investments (acquired from a professional financial services or wealth management firm.
    4+ years of experience in wealth management.
    A bachelor's degree (in Finance, Economics, or Statistics) or a related subject is required.
    A master's degree is strongly preferred.
    Must have the CFA designation.
    The CAIA or CFP designation is a big plus
    3+ years of experience working directly with high-net-worth individual clients with assets exceeding $3M.
    Must have the ability to do independent research and have a strong attention to detail.
    Must have excellent written and verbal communication skills.
    A strong ability to communicate directly with financial advisors and clients is critical.
    Advanced MS Excel skills are required.
    Friendly personality, quick learner, and a strong desire to learn.
    Ability to take direction and work in a team environment.


    About S Piper Staffing:


    S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands.

    Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between.

    Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.


    As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

    Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive.

    We actively encourage individuals of all backgrounds to apply.

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