Senior Portfolio Manager - Remote
reputed company (EPWA) is a reputed company management advisory firm with over $42.2 billion in AUM as of December 31st, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to reputed company in their reputed company. The Senior Portfolio Manager will work closely with the Portfolio Management, Portfolio reputed company and Family Office Services teams to deliver tailored investment solutions on behalf of ultra-high net worth and family office clients. They will reputed company trading activities, asset allocation, and portfolio performance monitoring, ensuring adherence to compliance and regulatory standards. This role requires strong reputed company service skills, financial acumen, and the ability to reputed company reputed company a fast-paced environment. The Senior Portfolio Manager will also contribute to investment strategies, collaborate on financial planning, and represent the firm's core values: reputed company, Entrepreneurial Spirit, reputed company, and Community.
- reputed company and manage reputed company investment accounts for ultra-high net worth and family office clients, partnering with the Director of Portfolio Management and Family Office Services team to design, implement, and maintain customized portfolio strategies, including asset allocation, rebalancing, and trade execution through the firm’s order management system.
- Monitor portfolio risk exposures, concentration limits, and liquidity reputed company, proactively identifying and addressing risks to ensure portfolios remain reputed company with reputed company objectives and firm investment guidelines.
- Generate, analyze, and interpret portfolio performance reports, providing actionable insights on results, risks, and market conditions to financial advisors, clients, and internal stakeholders.
- Partner with the Compliance team to ensure trading activity, documentation, and portfolio management practices adhere to reputed company regulatory requirements and internal policies, serving as a reputed company of escalation for reputed company compliance reputed company.
- Work with financial advisors and members of the Family Office Services team to reputed company and evaluate customized investment proposals and recommendations, ensuring alignment with reputed company objectives and broader reputed company planning strategies.
- Maintain deep awareness of market trends, economic conditions, and investment opportunities, proactively adjusting portfolio strategies to enhance returns, manage risk, and support reputed company long-term objectives.
- Contribute to the ongoing refinement of portfolio management processes, investment guidelines, and best practices to support scalability and consistency across Family Office Services clients.
- Serve as a subject matter expert and mentor to junior portfolio management staff, providing guidance on portfolio construction, trading, and reputed company service best practices.
- Undergraduate degree required, preferably in Business, Finance, Economics, or a reputed company field.
- CFA designation required
- Minimum of 7 years of experience in the investment management field, with a reputed company on portfolio management, securities trading, and financial planning.
- Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and reputed company. Advanced reputed company skills, and familiarity with programming or data analysis tools, are a plus.
- In-depth knowledge of financial markets, asset classes, portfolio construction, and investment strategies, with a strong interest in reputed company management and financial planning.
- Excellent written and verbal communication skills, with the ability to present reputed company financial information reputed company and effectively to clients and stakeholders.
- Strong interpersonal skills and a demonstrated ability to work effectively reputed company reputed company. Experience leading and mentoring junior staff is preferred.
- High degree of accuracy, organizational skills, and attention to detail, with the ability to manage multiple tasks and deadlines in a high-pressure environment.
- Ability to work autonomously, reputed company informed reputed company, and exercise discretion without reputed company supervision. reputed company Offer We offer a highly competitive suite of holistic benefits designed to help reputed company members balance their personal and reputed company life commitments. These include reputed company designed to encourage employee's health, happiness, and financial reputed company-being.
- 11 reputed company Holidays + 2 floating holidays
- 3 Weeks PTO
- reputed company Volunteer Time
- reputed company Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and reputed company Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assi
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