Senior Portfolio Manager

About the role

As a Senior Portfolio Manager at Birchmere Group, you will play a pivotal role in shaping the investment strategies and managing the performance of our diverse portfolio. This position is ideal for an experienced professional who possesses a deep understanding of market dynamics and investment principles. You will collaborate closely with various teams to ensure that our investment objectives are met while adhering to risk management protocols. Your expertise will contribute to the overall growth and success of our firm, making a significant impact on our clients' financial futures.

Key facts

What you'll do

• Develop and implement comprehensive investment strategies that align with the firm's objectives and client expectations.
• Conduct thorough market research and analysis to identify potential investment opportunities and assess risks.
• Monitor portfolio performance and make data-driven adjustments to optimize returns while minimizing risk exposure.
• Collaborate with analysts and other team members to evaluate asset classes, including equities, fixed income, and alternative investments.
• Prepare detailed reports and presentations for stakeholders, summarizing portfolio performance and strategic recommendations.
• Maintain strong relationships with clients, providing regular updates and insights into their investment portfolios.
• Ensure compliance with regulatory requirements and internal policies, safeguarding the firm's integrity and reputation.
• Mentor and guide junior staff members, fostering a culture of continuous learning and professional development within the team.
• Participate in investment committee meetings, contributing insights and recommendations based on market trends and portfolio performance.
• Stay informed about economic trends, market developments, and industry best practices to enhance investment decision-making.
• Collaborate with external partners, including financial advisors and investment firms, to expand the firm's investment capabilities.
• Lead special projects related to portfolio management, including asset allocation studies and risk assessment initiatives.

Requirements

• A bachelor's degree in finance, economics, business administration, or a related field; a master's degree or CFA designation is preferred.
• A minimum of 5 years of experience in portfolio management or investment analysis, with a proven track record of success.
• Strong analytical skills with the ability to interpret complex financial data and market trends.
• Excellent communication skills, both written and verbal, with the ability to present information clearly to clients and stakeholders.
• Proficiency in financial modeling and performance measurement tools, as well as familiarity with portfolio management software.
• A solid understanding of investment vehicles, asset classes, and risk management strategies.
• Ability to work collaboratively in a team-oriented environment while also being self-motivated and able to manage multiple priorities.

Nice to have

• Experience with alternative investments, such as private equity, hedge funds, or real estate.
• Familiarity with ESG (Environmental, Social, and Governance) investing principles and practices.
• Previous experience in a client-facing role, enhancing client relationships and satisfaction.
• Knowledge of regulatory frameworks affecting investment management and compliance.
• Advanced proficiency in data analysis tools, such as Excel, Bloomberg, or similar platforms.

Skills & tools

• Financial modeling and analysis
• Portfolio management software
• Market research and analysis tools
• Risk assessment methodologies
• Client relationship management systems

Practical notes

This position is based in Columbia, Maryland, and offers a competitive salary that reflects your experience and expertise. Birchmere Group is committed to fostering a diverse and inclusive workplace, and we encourage applications from individuals of all backgrounds. Visa sponsorship is available for qualified candidates, making this an excellent opportunity for those looking to advance their careers in a supportive environment.

If you are a strategic thinker with a passion for investment management and a desire to make a meaningful impact, we invite you to apply for the Senior Portfolio Manager position at Birchmere Group. Join us in our mission to deliver exceptional investment solutions and drive financial success for our clients.

For more information and to apply, please visit our careers page at [Birchmere Group Careers](https://birchmeregroup.bamboohr.com/careers/117).