Portfolio Manager

Responsibilities

• Serve as a portfolio manager for client relationships, ensuring portfolios align with objectives and long-term goals
• Design, implement, and monitor customized investment portfolios across public and private markets
• Oversee portfolio performance, asset allocation, and risk exposures
• Act as a primary investment contact for clients, leading portfolio review meetings
• Identify opportunities to expand existing client relationships and contribute to new business development
• Assist with management and oversight of portfolio associates and client service workflows

Requirements

• Minimum of 10 years of relevant investment management or financial services experience
• Demonstrated experience managing complex, multi-asset portfolios
• Experience with institutional clients and/or ultra high net worth family clients
• Demonstrated experience with business development
• Bachelor’s degree in Finance, Economics, Business, or a related field

Preferred Qualifications

• MBA and/or CFA designation
• Experience with alternative investments such as private equity, private credit, hedge funds, or real assets

About the Company

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