Senior Portfolio Manager
Job Summary
Leading the investment function for Purposeful Wealth Advisors, the full-time Senior Portfolio Manager will monitor markets, evaluate investment opportunities, oversee portfolio implementation, and provide actionable insights to financial planners and clients in a remote or hybrid work environment.
Key responsibilities
- Lead and refine investment philosophy, asset allocation, portfolio strategies, and implementation
- Monitor markets and portfolio performance to identify risks and opportunities for portfolio adjustments
- Oversee due diligence and selection of investment solutions, including ETFs and mutual funds
Required qualifications
- Minimum of seven (7) years of relevant investment or portfolio management experience
- CFA or CIMA designation preferred; CFP or CPWA designation is a plus
- Demonstrated success in portfolio construction, asset allocation, and performance analysis
- Experience with Dimensional Fund Advisors (DFA) is preferred
Complete Job Description
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