Portfolio Manager

# Portfolio ManagerPortfolio ManagerSalary$200000 - $375000LocationOhio, USAContractPermanentIndustryAccountancy & Finance---ContactJoshua RomanJoshua.Roman@oliverjames.com**Job Summary & Introduction**A distinguished private wealth management firm is seeking an experienced **Portfolio Manager** to join a growing team focused on serving high-net-worth and ultra-high-net-worth clients. This is a role for someone who loves the markets, enjoys following them closely, and takes pride in providing thoughtful, personalized investment advice.The firm doesn’t rely solely on models, it empowers its Portfolio Managers to be flexible and construct portfolios that include individual securities when appropriate. This approach allows you to pair deep market insight with client-specific needs in a collaborative, high-integrity environment.**Skills & Experience*** 5-15+ years of portfolio management in the private wealth space* Proven track record advising HNW or UHNW individuals and families* Strong understanding of financial markets, portfolio construction, and asset allocation* Ability to form and communicate market perspectives backed by research and data* Bachelor’s degree in finance, economics, or related field (CFA or MBA preferred)* Strong communication and presentation skills* Team-oriented professional with a client-first mindset**Detailed Job Description**As a Portfolio Manager, you’ll manage discretionary portfolios and trust accounts designed around client goals and risk profiles. You’ll collaborate with planning, fiduciary, and banking partners to deliver a fully integrated wealth experience.The ideal candidate is a true market enthusiast, someone who follows trends, dives into research, and enjoys discussing where the market is headed and why.The firm offers both stability and flexibility, a place where you can build lasting client relationships while having the autonomy to make informed investment decisions.This role is hybrid, combining flexibility with in-office collaboration.If interested, please apply or email **joshua.roman@oliverjames.com** for a confidential conversation about this opportunity. #J-18808-Ljbffr