We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals.• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships.• Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees.• Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations.• Establish and maintain strong relationships with external investment managers, ensuring seamless coordination.• Prepare detailed investment performance reports and present findings to clients and stakeholders.• Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team.• Ensure compliance with relevant regulations and tax laws governing trust investments and accounting.• Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts.

• Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience. • Bachelor’s degree in Finance, Economics, or a related field; advanced certifications are highly desirable. • Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments. • Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting. • Exceptional communication skills, both written and verbal, with attention to detail. • Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar. • Ability to work independently and collaboratively in a team-focused environment. • Strong analytical skills and a meticulous approach to managing sensitive financial relationships.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Lake Geneva, WI
onsite
Permanent
- USD / Yearly
We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals.• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships.• Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees.• Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations.• Establish and maintain strong relationships with external investment managers, ensuring seamless coordination.• Prepare detailed investment performance reports and present findings to clients and stakeholders.• Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team.• Ensure compliance with relevant regulations and tax laws governing trust investments and accounting.• Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts.
2025-09-17T13:49:21Z