- help to construct a broad-based investment portfolio which typically includes a broad range of asset classes, including both public and private strategies, based on the client investment policy statement and the firms investment strategy,
- work closely with the client team to insure client planning and tax goals are integrated into investment management,
- monitor and suggest recommended portfolio changes,
- conduct periodic investment meetings with clients, this may include travel for on-site meetings,
- serve on the firm investment committee and provide input to overall firm investment strategy,
- work closely with the investment research team to select the appropriate investment strategies and managers required to implement client goals
- proactively introduce investment solutions and innovative ideas,
- continually explain and educate often complex investment strategies, and
- fully avoid conflicts of interest and operate according to fiduciary standards.
- 10+ years related experience in the financial services industry.
- Prior experience managing large and complex family relationships.
- CFA, CAIA or other professional certification required.
- Bachelor's degree required.
- Experience with alternative investments and private equity investments.
- Leadership and relationship management skills.
- Presentation skills and the ability to communicate at all levels, internally and externally.
- Must have solid understanding of financial markets.
- Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction.
- Outstanding judgment on when and how to adjust your professional style to a variety of audiences.
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Sr. Portfolio Manager
3 weeks ago
Biltmore Family Office, LLC Orlando, United StatesThe Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and fina ...
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Sr. Portfolio Manager
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Biltmore Family Office, LLC Orlando, United StatesThe Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and fina ...
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Principal Portfolio Manager
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Principal Portfolio Manager
3 weeks ago
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Portfolio Manager
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The Nabo Group Winter Park, United StatesJob Description · Job Description Salary: $45,000-$55,000 per Year DOE · Description · The Nabo Group seeks a motivated individual to manage a portfolio of communities (Condominiums & Homeowner Associations). · Our growing company seeks an experienced Portfolio Manager with wor ...
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Product Portfolio Manager
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Portfolio Administration Associate Manager
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Portfolio Manager/Project Controller
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Software Resources, Inc. Orlando, United StatesSoftware Resources has an immediate, long term contract job opportunity for a Portfolio Manager/Project Controller with a major corporation in Orlando, FL. On-site 4 days per week. · This is a hybrid type role in the sense that it is part Project Controller-majority of role / Pa ...
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Portfolio Manager/Project Controller
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INSPYR Solutions Orlando, United StatesTitle: Portfolio Controller · Location: Orlando, FL (Hybrid Onsite- 4 days/week onsite) · Duration: 12 month initial contract · Compensation: $70-$84/hr · Work Requirements: US Citizen, GC Holders or Authorized to Work in the US · Job Description: · The PPM Senior Analyst is re ...
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Wine and Spirits Portfolio Manager
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Maverick Beverage Company Orlando, United StatesJob Description · SUMMARY · A Portfolio Manager is the primary contact with our suppliers and takes the point on managing all of their business in the wholesale channel. They are directly responsible for curating the portfolio, managing pricing, margins, inventory, education, goa ...
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Project Portfolio Manager I
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tapwage Orlando, United States Full timeFacilities and Business Operations: · The Facilities and Business Operations at UCF is dedicated to fostering a conducive educational environment for our faculty, staff, students, and the broader community. We are committed to excellence, providing unparalleled expertise, and mai ...
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Sr. Portfolio Manager - Orlando, United States - Biltmore Family Office, LLC
Description
The Senior Portfolio Manager serves as a trusted investment advisor to our ultra-affluent clients and their families, providing comprehensive guidance to a family's investment needs. Portfolio managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives. The ideal professional develops thoughtful strategies to manage liquidity, cash flows and risk, as well as working cooperatively with other firm professionals to deliver all resources on behalf of the client. Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, manager/strategy selection, implementation, and on-going monitoring and evaluation.
With your technical investment expertise, you will:
Using effective communication skills, you will:
The successful candidate will have the following qualifications: