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>The <strong>Program Coordinator</strong> is responsible for supporting the planning, implementation, and evaluation of nonprofit programs and services. This role acts as a liaison between staff, volunteers, and community partners, ensuring smooth operations and alignment with the organization’s mission. The Program Coordinator manages program logistics, maintains records, monitors outcomes, and contributes to outreach efforts.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate with program managers and leadership to plan and execute program activities and events.</li><li>Coordinate daily program operations, including scheduling, communications, and resource allocation.</li><li>Maintain accurate records and prepare regular reports on program performance and impact.</li><li>Support recruitment, training, and supervision of volunteers and/or program participants.</li><li>Assist with budget tracking and ensure timely purchasing of supplies and services.</li><li>Develop and maintain relationships with community organizations, partners, and stakeholders.</li><li>Track program outcomes and gather feedback for continuous improvement.</li><li>Promote programs through outreach, social media, and participation in community events.</li><li>Uphold the organization’s values of diversity, equity, and inclusion across all program activities.</li></ul><p><br></p>