International Search Consultants
Senior Portfolio Manager (S / VP)
International Search Consultants, Los Angeles, California, United States, 90079
Job Description
Portfolio Manager (Senior / Vice President level depending on experience)
West Los Angeles, California | On-Site
A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families.
What You’ll Do
Directly manage client investment portfolios
Implement asset allocation and investment policy across global asset classes
Conduct macroeconomic, sector, and security-level research
Actively participate in investment committee meetings
Communicate with clients, prepare reports, and support ongoing relationships
Contribute to growth through referral engagement and select business development
What We’re Looking For
10+ years of portfolio management experience
MBA and / or CFA designation strongly preferred
Proven success working with high-net-worth families
Expertise in global asset allocation (equities, fixed income, alternatives)
Strong analytical, communication, and relationship-management skills
Why Join This is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization. You’ll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement.
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West Los Angeles, California | On-Site
A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families.
What You’ll Do
Directly manage client investment portfolios
Implement asset allocation and investment policy across global asset classes
Conduct macroeconomic, sector, and security-level research
Actively participate in investment committee meetings
Communicate with clients, prepare reports, and support ongoing relationships
Contribute to growth through referral engagement and select business development
What We’re Looking For
10+ years of portfolio management experience
MBA and / or CFA designation strongly preferred
Proven success working with high-net-worth families
Expertise in global asset allocation (equities, fixed income, alternatives)
Strong analytical, communication, and relationship-management skills
Why Join This is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization. You’ll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement.
#J-18808-Ljbffr