Add your latest resume to match with open positions.

1 result for Product Manager in Edgewood, MD

Portfolio Manager

Timonium, MD
onsite
Permanent / Full Time
125000 - 135000 USD / Yearly
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. Responsibilities: • Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives. • Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations. • Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations. • Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios. • Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts. • Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates. • Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
2026-07-21T00:00:00Z