Portfolio Manager

Silvercrest Asset Management Group LLC

New York, NY, United States
On-site
Portfolio management for ultra-high net worth investors
Fundamental research and financial market analysis
Equity portfolio returns generation and marketing
Silvercrest Asset Management Group LLC is a leading independent investment advisor specializing in bespoke asset management and family office services for ultra-high-net-worth families and select institutional investors

Job Summary

  • Silvercrest Asset Management Group LLC is a leading independent investment advisor specializing in bespoke asset management and family office services for ultra-high-net-worth families and select institutional investors.
  • The Portfolio Manager will manage assets, invest across diverse asset classes, and develop trusting relationships with clients while aiding in centralizing and enhancing the portfolio management team.
  • The role emphasizes a client-centric approach with fiduciary responsibility, requiring proactive and reactive portfolio recommendations based on ongoing monitoring and rigorous proprietary research.

Matching Summary

Silvercrest Asset Management Group LLC is a leading independent investment advisor specializing in bespoke asset management and family office services for ultra-high-net-worth families and select institutional investors.

Skills & Requirements

Must-have

  • portfolio management for ultra-high net worth investors
  • fundamental research and financial market analysis
  • equity portfolio returns generation and marketing
  • risk exposure management across asset classes
  • client relationship development and retention
  • entrepreneurial mindset for business generation
  • capital markets expertise

Nice-to-have

  • team-oriented and collegial work environment
  • succession planning for client longevity
  • formal collaboration process implementation
  • organizing investment team updates
  • prospecting new private and institutional clients

Key Requirements

  • Minimum 10 years experience as Portfolio Manager
  • Strong fundamental research background
  • Proven record of generating attractive equity returns
  • Experience across multiple sectors
  • Excellent marketing and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter