Portfolio Manager jobs in United States
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Kennison & Associates ยท 1 day ago

Portfolio Manager

Kennison & Associates is a highly regarded boutique investment management firm serving ultra-high-net-worth clients. They are seeking an experienced Portfolio Manager to oversee relationships with individuals, families, and foundations, developing holistic financial strategies tailored to each client's unique objectives.

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Work & Life Balance

Responsibilities

Oversee relationships with individuals, families, and foundations
Develop holistic financial strategies tailored to each client's unique objectives

Qualification

Portfolio ManagementImpact InvestingFinancial StrategyClient Relationship ManagementCommunication Skills

Required

More than five years of experience advising private wealth clients
Strong belief in the value of impact investing

Benefits

Significant opportunities for long-term growth

Company

Kennison & Associates

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Kennison & Associates is a staffing and recruiting company offering placement services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase