We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.<br><br>Responsibilities:<br>• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.<br>• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.<br>• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.<br>• Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios.<br>• Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts.<br>• Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates.<br>• Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
<p>Robert Half has a new direct-hire opening for an Administrative/Project Coordinator in Columbia, MD. The Administrative Coordinator is responsible for keeping daily office and project administration running smoothly. This role provides administrative support to project managers, field teams, and leadership while ensuring documentation, scheduling, and communication are organized and accurate. The ideal candidate is proactive, adaptable, and thrives in a fast-paced construction environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide administrative support to project managers and company leadership.</li><li>Prepare, organize, and maintain project files, contracts, permits, and other construction documentation.</li><li>Coordinate meetings, schedules, and calendars for project teams.</li><li>Process purchase orders, invoices, change orders, and subcontractor paperwork.</li><li>Track project deadlines and assist with document control.</li><li>Maintain vendor, subcontractor, and client records.</li><li>Coordinate new employee onboarding and maintain personnel files.</li><li>Answer incoming phone calls, respond to emails, and greet visitors professionally.</li><li>Order office supplies and maintain an organized office environment.</li><li>Assist with bid preparation, proposals, and project closeout documentation.</li><li>Support payroll and timecard collection for field employees as needed.</li><li>Ensure compliance with company policies and maintain confidentiality of sensitive information.</li><li>Perform additional administrative duties and special projects as assigned.</li></ul><p><br></p>