Senior Trust Portfolio Manager (Alternative Investments)

Location: Portland, Oregon, United States

Base pay: $120,000–$215,000 per year, with potential performance-based incentive compensation.

Company

hirify.global provides banking and wealth management services, including fiduciary trust and investment solutions for sophisticated clients.

What you will do

• Lead client acquisition and portfolio management for ultra-high-net-worth individuals and family offices.
• Build relationships through personal networks, centers of influence, strategic partnerships, and business development initiatives.
• Design and manage customized portfolios aligned with complex needs, family dynamics, legacy goals, and multi-generational wealth plans.
• Integrate traditional and alternative investments, including private equity, venture capital, hedge funds, and real assets.
• Provide portfolio reviews, performance reporting, rebalancing, due diligence, and risk analysis.
• Coordinate with legal, tax, and estate planning professionals while advising on fiduciary responsibilities and family office governance.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• 7+ years of industry experience required.
• Strong knowledge of fiduciary trust laws, investment research, security markets, asset allocation, and individual equity or fixed-income strategies.
• Ability to interpret and apply accounting literature, regulations, practices, and theory.
• Effective verbal and written communication, organizational and project management skills, and the ability to work as part of a team.
• Ability to meet bonding requirements for employment.

Nice to have

• MBA, CFA, CFP, or CTFA certification.
• Experience mentoring advisors and portfolio managers or serving as a subject matter expert.

Culture & Benefits

• Full-time employment with comprehensive healthcare coverage, including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Paid vacation, sick days, volunteer days, and holidays.
• Life and disability insurance, mental health resources, legal support, tuition assistance, and employee assistance services.
• Regular compliance training and adherence to bank policies, including Bank Secrecy Act and other applicable regulations.