JWM Wealth Management
Portfolio Manager - Private Wealth Management Division
JWM Wealth Management, Haddonfield, New Jersey, us, 08033
JWM Wealth Management LLC
is seeking a
Portfolio Manager
that develops and implements investment strategies, constructs and manages portfolios using quantitative and fundamental analysis, monitors performance, and collaborates with client advisors and other internal team members to meet diverse client goals. Key responsibilities include strategic asset allocation, portfolio construction, performance attribution, manager research, and handling complex client requests in a fast‑paced, technology‑driven environment.
Key Responsibilities
Investment Strategy & Construction: Develop and execute investment strategies, focusing on strategic asset allocation, portfolio construction, and asset‑liability matching for various client types.
Portfolio Management: Manage daily portfolio activity, including rebalancing, trading, and ensuring adherence to mandates and constraints (like side letter terms or tax rules).
Research & Analysis: Conduct corporate modeling for projections and liquidity, analyze industry trends, and perform ad‑hoc strategic analyses.
Client & Stakeholder Collaboration: Work closely with client portfolio managers, sales, operations, and compliance teams to deliver investment solutions and client experience.
Reporting & Presentations: Prepare and present strategic analysis, performance data, and market outlooks to senior management and clients.
Product Development: Contribute to the development of new investment strategies and digital tools, leveraging technology for scale and customization.
Key Skills & Qualifications
Quantitative & Analytical Skills: Strong quantitative and analytical abilities, with a solid understanding of portfolio investment metrics.
Communication Skills: Excellent verbal and written communication, with proven experience presenting to internal and external stakeholders.
Technical Proficiency: Expertise in Excel and PowerPoint for data analysis and bespoke presentations.
Industry Knowledge: A strong understanding of portfolio investment characteristics, investment research, and potentially specific areas like fixed income or insurance regulation.
Work Ethic & Mindset: A self‑starter, detail‑oriented, able to work independently and in a team, with a strong work ethic and positive attitude.
Education: A bachelor's degree or equivalent in a quantitative field like Mathematics, Economics, or Finance.
Experience: Typically requires several years of relevant investment experience. A CFA designation or candidacy is often a plus.
Work Environment
Fast‑Paced & Collaborative: Operates in a dynamic, fast‑paced environment that requires collaboration and strong interpersonal skills to build trust and relationships.
Technology‑Driven: Emphasis on leveraging technology and digital tools for innovation and efficiency in investment solutions.
Client‑Focused: A culture that values integrity, transparency, and a dedicated partnership with clients to achieve long‑term performance.
About the Firm Private Wealth Management (PWM)
secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
At JWM Wealth, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 2017, we are a leading asset management, securities and investment management firm.
We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide benefit programs.
#J-18808-Ljbffr
is seeking a
Portfolio Manager
that develops and implements investment strategies, constructs and manages portfolios using quantitative and fundamental analysis, monitors performance, and collaborates with client advisors and other internal team members to meet diverse client goals. Key responsibilities include strategic asset allocation, portfolio construction, performance attribution, manager research, and handling complex client requests in a fast‑paced, technology‑driven environment.
Key Responsibilities
Investment Strategy & Construction: Develop and execute investment strategies, focusing on strategic asset allocation, portfolio construction, and asset‑liability matching for various client types.
Portfolio Management: Manage daily portfolio activity, including rebalancing, trading, and ensuring adherence to mandates and constraints (like side letter terms or tax rules).
Research & Analysis: Conduct corporate modeling for projections and liquidity, analyze industry trends, and perform ad‑hoc strategic analyses.
Client & Stakeholder Collaboration: Work closely with client portfolio managers, sales, operations, and compliance teams to deliver investment solutions and client experience.
Reporting & Presentations: Prepare and present strategic analysis, performance data, and market outlooks to senior management and clients.
Product Development: Contribute to the development of new investment strategies and digital tools, leveraging technology for scale and customization.
Key Skills & Qualifications
Quantitative & Analytical Skills: Strong quantitative and analytical abilities, with a solid understanding of portfolio investment metrics.
Communication Skills: Excellent verbal and written communication, with proven experience presenting to internal and external stakeholders.
Technical Proficiency: Expertise in Excel and PowerPoint for data analysis and bespoke presentations.
Industry Knowledge: A strong understanding of portfolio investment characteristics, investment research, and potentially specific areas like fixed income or insurance regulation.
Work Ethic & Mindset: A self‑starter, detail‑oriented, able to work independently and in a team, with a strong work ethic and positive attitude.
Education: A bachelor's degree or equivalent in a quantitative field like Mathematics, Economics, or Finance.
Experience: Typically requires several years of relevant investment experience. A CFA designation or candidacy is often a plus.
Work Environment
Fast‑Paced & Collaborative: Operates in a dynamic, fast‑paced environment that requires collaboration and strong interpersonal skills to build trust and relationships.
Technology‑Driven: Emphasis on leveraging technology and digital tools for innovation and efficiency in investment solutions.
Client‑Focused: A culture that values integrity, transparency, and a dedicated partnership with clients to achieve long‑term performance.
About the Firm Private Wealth Management (PWM)
secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
At JWM Wealth, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 2017, we are a leading asset management, securities and investment management firm.
We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide benefit programs.
#J-18808-Ljbffr