International Search Consultants · 1 hour ago
Senior Portfolio Manager
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
10+ years expInternational Search Consultants is partnering with a highly regarded multi-family office to find a Portfolio Manager at the Vice President or Senior Vice President level. The role involves overseeing client portfolios, managing investment decisions, and building trusted relationships with ultra-high-net-worth individuals and families.
Recruiting
Responsibilities
Manage client portfolios to achieve stated investment objectives
Make and execute investment decisions while maintaining target asset allocations
Conduct research on economic trends, asset classes, sectors, and companies
Contribute to internally managed strategies and asset allocation decisions
Actively engage in weekly and monthly investment team meetings
Build and maintain long-term client relationships through regular meetings and communications
Present investment strategies to clients, prospects, and referral sources
Partner with Client Administrators to deliver seamless service
Support business development initiatives and firmwide growth goals
Qualification
Required
Bachelor's degree required
CFA designation required
Minimum 10 years of client-facing portfolio management experience with UHNW families (not institutionally focused)
Proven oversight of diversified global portfolios (equities, bonds, cash)
Strong expertise in financial and economic research
Demonstrated success in new business development and relationship management
Experience managing and mentoring staff
Preferred
MBA preferred
Benefits
Performance-based bonus (equity and cash)
Comprehensive benefits package
Company
International Search Consultants
International Search Consultants is an executive search firm specializing in recruiting upper echelon national, international professionals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase