Location
Lutherville
Job Type
Full-time
Posted
June 06, 2026
Job Description
Description We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.
Responsibilities:
• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.
• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.
• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.
• Build financial models and reporting tools in Excel to...
Responsibilities:
• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.
• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.
• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.
• Build financial models and reporting tools in Excel to...
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