Top 3 Portfolio manager Jobs in Portsmouth Nh

Portfolio Manager
KBW Financial Staffing & Recruiting —Portsmouth, NH
- $175,000 - $200,000 a year
- Email
- Research
- Finance
- 8 years
Quick Apply

Discover related jobs

Based on your search for portfolio manager jobs.

Corporate Bond Trader
Fidelity Investments —Merrimack, NH
Work with desk-dedicated quant research staff and contribute to the development of relevant quantitative analytics and desk-specific solutions.
Municipal Bond Trader
Fidelity Investments —Merrimack, NH
Leverage technical skills to find ways to scale the investment process and execution capabilities in the pursuit of contributing to alpha generation.

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Portfolio Manager/Compliance Analyst
Woda Cooper —Columbus, OH
Must possess a valid driver’s license and auto insurance. Assist with the monthly, quarterly and annual reports requested from the city, county, state and other…
Quick Apply
8d
Global Portfolio Marketing Manager – Power
Vertiv —Westerville, OH
Ability to develop and execute strategies for world-class marketing, value propositions, messaging strategies, and go-to-market actions that drive brand impact…

Show more jobs in cities nearby

I want to receive the latest job alert for portfolio manager in portsmouth nh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio manager jobs near portsmouth nh

Portfolio Manager jobs in Portsmouth, NH

Portfolio Manager jobs in Kendall West, FL

Portfolio Manager jobs in Oklahoma City, OK

Event Manager jobs in Las Vegas, NV

Portfolio Manager jobs in Wisconsin

Portfolio Manager jobs in Sioux Falls, SD

Account Manager jobs in Madison, WI

Portfolio Manager

KBW Financial Staffing & Recruiting -
Portsmouth, NH

Quick Apply

Job Details

$175,000 - $200,000 a year

Qualifications

Customer communication
Customer relationship building
Research
Bachelor's degree
Investment client management
Customer relationship management
Working with families
Experience practicing in the securities industry
Chartered Financial Analyst

Full Job Description

A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Portfolio Manager with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role has a need for someone with 8+ years of experience, MUST be a CFA and someone with superior client service skills. This role is an onsite position with some flexibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities

Portfolio Management
- Design and implement customized investment portfolios based on clients’ risk profiles, time horizons, and goals.
- Rebalance and monitor portfolios regularly to ensure alignment with investment policy statements (IPS) and market conditions.
- Utilize a disciplined, research-based investment process to manage all asset classes.
- Collaborate with the investment committee to contribute to firm-wide model portfolios and asset allocation strategies.
Client Relationship Management
- Serve as a primary or supporting advisor for HNW client relationships.
- Communicate portfolio performance, strategy rationale, and market outlook to clients and their families.
- Provide proactive service and consultative advice aligned with clients’ wealth management plans.
- Collaborate with financial planners, CPAs, estate attorneys, and other professionals to deliver integrated wealth solutions.
Research and Analysis
- Conduct investment research and due diligence on asset classes, fund managers, and individual securities.
- Stay informed on macroeconomic trends, financial markets, and regulatory changes.
- Contribute to white papers, investment commentary, and client education content.
Compliance and Documentation
- Ensure portfolios are managed in compliance with applicable regulations (e.g., SEC, RIA standards) and internal policies.
- Maintain accurate documentation, including IPS, trade rationales, and client meeting notes.

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
CFA is required for this role.
6+ years of portfolio management experience, preferably within an RIA or wealth management environment.
Demonstrated experience working with high-net-worth individuals, families, and trusts.
Deep understanding of Money Management and Wealth Management
Strong communication, interpersonal, and analytical skills.

Salary is $175K-200K Base + Bonus

If interested, please reach out to [email protected]
#LI-JA1
KBW789

Quick Apply

Refine Your Search

portfolio manager jobs in portsmouth nh

Portfolio Manager

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for portfolio manager in portsmouth nh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected