Portfolio Manager

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. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $25 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest’s client-centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.

**Job Objective:**

The portfolio manager will create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients' overall investment objectives.

A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses.

**Responsibilities:**

· Manage assets for ultra-high net worth investors, family offices, endowments & other institutions

· Invest across a broad range of asset classes, managing risk exposures and actively trading the portfolios

· Manage cash balances, structuring needs, and tax filing & payment for the clients

· Create a succession plan to provide longevity to current senior portfolio managers' clients

· Enhance and provide additional depth to existing client relationships

· Develop trusting relationships with the next generation of Silvercrest clients

· Prospect for new business to build a book of private & institutional clients utilizing a global network

· Aid in centralizing the Portfolio Management team

· Organize all investment team updates to the portfolio management team

· Conceptualize and implement a formal process for constructive collaboration between portfolio management teams

· Centrally prioritize and resolve team-wide issues

· Demonstrate an in-depth knowledge of Silvercrest's investment strategies and model mechanics by making complete and thorough recommendations for existing client portfolios proactively based on ongoing monitoring as well as reactively.

**Required Experience and Skills:**

• Minimum 10 years experience as a Portfolio Manager at an asset management firm with a strong, fundamental research background.
• Demonstrated record of generating and marketing attractive equity portfolio returns for clients.
• Proven success across multiple sectors with respect to fundamental research analysis, independent decision making, and analyst leadership.
• Excellent written and oral marketing and communication skills.
• Self-starter with an entrepreneurial mindset who can retain and generate new business.
• Ability to work in a collegial, team-oriented environment focused on growing AUM by working with clients to meet their investment objectives.
• Detailed understanding of capital markets.
• Highly organized and detail-oriented.

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.