Portfolio Manager

Silvercrest Asset Management Group•New York, NY

49d

About The Position

The portfolio manager will create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients' overall investment objectives. A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses.

Requirements

Minimum 10 years experience as a Portfolio Manager at an asset management firm with a strong, fundamental research background.
Demonstrated record of generating and marketing attractive equity portfolio returns for clients.
Proven success across multiple sectors with respect to fundamental research analysis, independent decision making, and analyst leadership.
Excellent written and oral marketing and communication skills.
Self-starter with an entrepreneurial mindset who can retain and generate new business.
Ability to work in a collegial, team-oriented environment focused on growing AUM by working with clients to meet their investment objectives.
Detailed understanding of capital markets.
Highly organized and detail-oriented.

Responsibilities

Manage assets for ultra-high net worth investors, family offices, endowments & other institutions
Invest across a broad range of asset classes, managing risk exposures and actively trading the portfolios
Manage cash balances, structuring needs, and tax filing & payment for the clients
Create a succession plan to provide longevity to current senior portfolio managers' clients
Enhance and provide additional depth to existing client relationships
Develop trusting relationships with the next generation of Silvercrest clients
Prospect for new business to build a book of private & institutional clients utilizing a global network
Aid in centralizing the Portfolio Management team
Organize all investment team updates to the portfolio management team
Conceptualize and implement a formal process for constructive collaboration between portfolio management teams
Centrally prioritize and resolve team-wide issues
Demonstrate an in-depth knowledge of Silvercrest's investment strategies and model mechanics by making complete and thorough recommendations for existing client portfolios proactively based on ongoing monitoring as well as reactively.