Senior Portfolio Manager (Finance)

Location: Radnor, Pennsylvania, United States of America

Salary: $200,000–$250,000 per year, plus discretionary bonus.

Company

hirify.global is an asset and wealth management firm offering customized investment, tax, estate planning, and fiduciary services to high-net-worth clients, families, foundations, and institutions worldwide.

What you will do

• Develop client profiles, define investment objectives, and implement customized portfolio strategies.
• Monitor global macroeconomic events and financial markets to inform investment decisions.
• Analyze portfolio performance, risk, valuations, and cash balances; rebalance portfolios on an after-tax basis.
• Select and monitor equities, fixed-income securities, funds, alternative assets, and other investment vehicles.
• Present portfolio strategy, market views, positioning, and results to existing and prospective clients.
• Partner with strategy, research, financial planning, tax, trust, estate, and business development teams to serve clients and cultivate new business.

Requirements

• Bachelor’s degree required; CFA, CFP, MBA, or another advanced degree is preferred.
• 10+ years of finance experience, including at least 5 years of portfolio management and investment research experience.
• Experience serving as a Portfolio Manager and Relationship Manager for individuals and multigenerational families.
• Strong knowledge of fixed-income and other financial securities, portfolio construction, and after-tax investing.
• Superior communication, analytical, and attention-to-detail skills.
• Willingness to travel to client and business locations.

Culture & Benefits

• Collaborative environment combining investment management, tax, estate planning, fiduciary, and technology expertise.
• Annual discretionary bonus and a 401(k) plan with a generous company match.
• Healthcare, insurance, disability, employee stock investment, and wellbeing programs.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement, volunteering, and floating holidays.
• Learning resources, career development programs, and reimbursement for certain education expenses.