Washington Trust
Job Title:
Portfolio Manager – Focus on Individual Securities in Growth Equity and Fixed Income Investing Location:
This position is located in New Haven, CT, with options for remote or hybrid work within CT and RI. Company:
Washington Trust Advisors Washington Trust Advisors, a growing Registered Investment Advisor (RIA), is seeking an experienced
Portfolio Manager . We are looking for a highly analytical and client-focused professional with a strong track record in equity and fixed income investing and portfolio construction. The ideal candidate combines deep market insight with exceptional stock-picking ability and thrives in a role that blends investment strategy with client relationship management. You will also play a key role in business development, investment analysis, and committee participation. Key Responsibilities: Construct and manage customized equity (and fixed income) portfolios aligned with client objectives and risk profiles. Conduct in-depth fundamental research to identify high-conviction investment opportunities. Monitor portfolio performance and adjust allocations based on market conditions and client needs. Communicate investment strategy, performance, and market outlook to clients with clarity and confidence. Build and maintain strong, trust-based relationships with high-net-worth individuals, institutions, and advisors. Collaborate with internal research, trading, and compliance teams to ensure seamless portfolio execution. Qualifications: 15+ years of experience in portfolio management, equity research, or asset management. Proven success in stock selection and portfolio performance. Strong understanding of financial markets, valuation techniques, and risk management. Excellent interpersonal and communication skills, with a client-first mindset. CFA designation strongly preferred. Series 65 license required. What We’re Looking For: A market-savvy investor with a passion for equities and a disciplined investment process. A natural communicator who can translate complex market insights into actionable advice for clients. A trusted advisor who builds long-term relationships through transparency, performance, and service. Washington Trust Advisors is a subsidiary of The Washington Trust Company of Westerly. Since 1800, Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our clients and communities. We provide client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses. Our employees are the foundation of our success, and we strive to create an environment where people feel valued, empowered, and heard. We are dedicated to fostering a supportive, team-oriented environment full of spirit, passion, and a commitment to doing what’s best for our employees, customers, and communities. Our employees enjoy a comprehensive benefits package, including health and welfare benefits, paid time off, work-life programs, and a 401(k) plan. We believe that valued, recognized, and empowered employees will achieve personal and professional growth. Apply today to discover why we have been voted one of the Best Places to Work in Rhode Island since 2011! The Washington Trust Company and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants, as protected by law.
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Portfolio Manager – Focus on Individual Securities in Growth Equity and Fixed Income Investing Location:
This position is located in New Haven, CT, with options for remote or hybrid work within CT and RI. Company:
Washington Trust Advisors Washington Trust Advisors, a growing Registered Investment Advisor (RIA), is seeking an experienced
Portfolio Manager . We are looking for a highly analytical and client-focused professional with a strong track record in equity and fixed income investing and portfolio construction. The ideal candidate combines deep market insight with exceptional stock-picking ability and thrives in a role that blends investment strategy with client relationship management. You will also play a key role in business development, investment analysis, and committee participation. Key Responsibilities: Construct and manage customized equity (and fixed income) portfolios aligned with client objectives and risk profiles. Conduct in-depth fundamental research to identify high-conviction investment opportunities. Monitor portfolio performance and adjust allocations based on market conditions and client needs. Communicate investment strategy, performance, and market outlook to clients with clarity and confidence. Build and maintain strong, trust-based relationships with high-net-worth individuals, institutions, and advisors. Collaborate with internal research, trading, and compliance teams to ensure seamless portfolio execution. Qualifications: 15+ years of experience in portfolio management, equity research, or asset management. Proven success in stock selection and portfolio performance. Strong understanding of financial markets, valuation techniques, and risk management. Excellent interpersonal and communication skills, with a client-first mindset. CFA designation strongly preferred. Series 65 license required. What We’re Looking For: A market-savvy investor with a passion for equities and a disciplined investment process. A natural communicator who can translate complex market insights into actionable advice for clients. A trusted advisor who builds long-term relationships through transparency, performance, and service. Washington Trust Advisors is a subsidiary of The Washington Trust Company of Westerly. Since 1800, Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our clients and communities. We provide client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses. Our employees are the foundation of our success, and we strive to create an environment where people feel valued, empowered, and heard. We are dedicated to fostering a supportive, team-oriented environment full of spirit, passion, and a commitment to doing what’s best for our employees, customers, and communities. Our employees enjoy a comprehensive benefits package, including health and welfare benefits, paid time off, work-life programs, and a 401(k) plan. We believe that valued, recognized, and empowered employees will achieve personal and professional growth. Apply today to discover why we have been voted one of the Best Places to Work in Rhode Island since 2011! The Washington Trust Company and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants, as protected by law.
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