The Senior Portfolio Manager will manage discretionary portfolios, lead client relationships, and collaborate on investment decisions, focusing on high-net-worth clients.

Support institutional client teams by producing recurring reports, conducting quantitative and qualitative investment research, and managing ad-hoc requests. Build expertise in reporting systems and due diligence processes, collaborate with Technology and senior leadership, and progressively take on client-facing responsibilities and independent project management.

Provide administrative and trading support for corporate bond sales and trading: match and allocate trades, resolve settlement issues, manage account setups and KYC, assist operations and client service, and perform general administrative tasks.

Lead institutional sales for CMO mortgage products, drive business development, cultivate client relationships, present to institutional investors, exceed revenue targets, represent the firm at client and industry events, and travel as needed to support sales initiatives.

Lead institutional sales for CMBS products, develop and maintain deep client relationships, generate revenue, exceed targets, present to clients, represent firm at events, and travel as needed.

Provide high-touch client service and operational support to financial advisors and high-net-worth clients, including onboarding, account maintenance, asset movements, billing and performance reporting, tax information gathering, CRM maintenance, compliance communication, relationship management, and trade execution/error resolution.

Summer internship on the Software Development team to modify and maintain applications using C#, Python, SQL, and JavaScript; translate requirements into code; provide support and collaborate with end-users and management.