Portfolio Manager

Description We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success. Responsibilities: u2022 Manage and monitor investment portfolios to ensure alignment with clients' financial objectives. u2022 Conduct thorough financial and risk analyses to inform strategic investment decisions. u2022 Execute trades and optimize portfolio performance based on market trends and economic conditions. u2022 Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance. u2022 Stay updated on market trends, regulatory changes, and emerging investment opportunities. u2022 Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries. u2022 Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments. u2022 Develop and implement innovative solutions to enhance portfolio management processes. u2022 Ensure compliance with all relevant financial regulations and industry standards. u2022 Identify and address potential risks within the portfolio to safeguard client investments. Requirements u2022 Proven experience in portfolio management and investment strategies. u2022 Strong analytical skills and a deep understanding of financial markets. u2022 Familiarity with trading practices, including fixed income and securities trading. u2022 Excellent communication and interpersonal skills to build and maintain client relationships. u2022 Ability to work independently while contributing to a collaborative team environment. u2022 Bacheloru2019s degree in Finance, Economics, or a related field. u2022 Securities licenses or financial certifications required u2022 Previous experience in wealth management or financial planning minimum 5 years Robert Half is the worldu2019s 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. Download the Robert Half app ( 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 roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-10