Portfolio Manager

About the job Client Portfolio Management & Execution Oversight Structure and manage discretionary client portfolios aligned with investment objectives and strategy Execute portfolio-level trades and rebalance instructions, ensuring proper approvals, documentation, and timely completion Track all SMA portfolios to ensure allocations remain aligned with client mandates; escalate anomalies Fund Administration & Daily Operational Tracking Prepare and share daily transaction updates summarizing activities across all portfolios Track and manage autopay mandates to ensure correct processing of standing client instructions Review and share the Daily SMA Portfolio Update, flagging breaches, shortfalls, or unexpected movements Monitor and document upfront interest payments, redemptions, and special payout instructions, ensuring timely execution Oversee internal portfolio dashboards and ensure data integrity for all active accounts Collaborate with Finance to align daily trade data with accounting and treasury operations Liability Reporting Ensure timely preparation of the liabilities report, capturing outstanding obligations, scheduled payments, and leverage positions to support portfolio rebalancing and liquidity management decisions Client Reporting & Communication Lead Portfolio Strategy Calls and work with the Wealth Management team to hold client portfolio reviews Maintain clear audit trails and communication records on investment actions tied to client accounts Ensure client-facing materials are updated and error-free ahead of review sessions Product Support & Collaboration Maintain up-to-date product sheets for managed portfolio offerings Collaborate with the Fund Manager and Head, Business Development on input for quarterly product marketing decks Share performance trends, rebalancing insights, and mandate feedback for product refinement Trade Execution Accuracy & Controls Executes client trades for both fixed income and equities as requested Oversee settlements and liaise with custodians to ensure operational accuracy Track trade slippage, settlement errors, and compliance with internal mandates Ensure no outstanding trade anomalies go unaddressed beyond SLA Team Leadership & Strategic Support Coach junior team members in portfolio operations and investment thinking Participate in cross-functional initiatives and investment projects as assigned Key Performance Indicators (KPIs) 100% of SMA trade executions and reports delivered on time and error-free Daily SMA Portfolio Updates and Liabilities Reports submitted on time Portfolio Strategy Call per quarter Portfolio review calls per client (tracked with Wealth) Customer satisfaction score / transaction-level NPS Requirements Bachelor’s degree in Finance, Economics, Investment Management, Accounting, Mathematics, Engineering, or a related field. CFA, CAIA, or equivalent certification preferred. 5+ years of experience in portfolio management, investment strategy, or asset allocation. Expertise in por