Senior Portfolio Manager

Responsibilities

• Manage discretionary client portfolios in alignment with firm models, risk parameters, and investment philosophy
• Participate in portfolio construction, asset allocation, and individual security selection
• Contribute to internal research, security analysis, and investment discussions
• Maintain a long-term, tax-efficient approach to portfolio management
• Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients
• Communicate portfolio strategy, performance, and market perspectives clearly and effectively
• Provide integrated financial guidance in coordination with client tax, estate, and business advisors
• Work closely with other portfolio managers and analysts in investment decision-making

Requirements

• Minimum of 10 years of experience managing discretionary client portfolios
• Background at an investment counseling firm, registered investment adviser (RIA), or financial institution
• Demonstrated experience with equity and fixed-income portfolio management
• Strong understanding of tax-efficient investing for taxable investors
• Proven ability to build and maintain trusted client relationships

Preferred Qualifications

• CFA designation or advanced financial credentials
• Experience working with high-net-worth and ultra-high-net-worth families
• Intellectual curiosity and comfort with internally driven research
• Collaborative mindset and strong communication skills

About the Company

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. The Front Barnett investment counseling team manages approximately $1.5 billion in discretionary client assets, focusing on high-quality equities and investment-grade fixed income.