Senior Portfolio Manager- Multi-Family Office - San Francisco, California United States - 32894



JOB DESCRIPTION

Job #: 32894
Title: Senior Portfolio Manager- Multi-Family Office
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Has an excellent team atmosphere and culture; primary commitment is to client service and fostering an environment for personal and professional career growth

 

JOB DESCRIPTION

Established multi-family office seeks Senior Portfolio Manager in San Francisco, CA to manage a growing book of investment advisory clientele (30mm-1B level clientele) with an emphasis on high touch relationship management and a customized portfolio management experience.

Position Specifications:

  • Advise on and manage diverse investment and asset portfolios to achieve client objectives
  • Collaborate with internal team on managed strategies and asset allocation
  • Extensive client contact (30mm-1B level clientele) 
  • Develop new business to contribute to the firms growth

QUALIFICATIONS

 

  • 10+ years investment advisory experience
  • Strong client service experience and the ability to develop and grow relationships  
  • CFA and/or MBA preferred
  • Contacts in high tech industry a plus
  • Exposure to individual stock recommendations a plus  

Education:
University - Bachelor's Degree/3-4 Year Degree

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