Client Portfolio Manager and Senior Investment Analyst
3 days ago
Chattanooga
Job Description Job Summary The Client Portfolio Manager and Senior Investment Analyst is a hybrid, client-facing position integrating advanced investment research with direct portfolio management responsibilities. This role acts as both a strategic advisor and analytical expert-designing, implementing, and communicating customized investment strategies aligned with each client's unique goals. Combining rigorous research, sophisticated modeling, and hands-on portfolio construction, this position serves as a trusted steward of client assets while contributing meaningfully to the firm's Investment Committee and overall investment strategy. The role requires deep analytical capability, strong interpersonal communication, and the ability to translate complex market insights into clear, actionable guidance for clients and internal teams. This individual embodies the firm's core values and philosophy of intentional investing, bringing global market awareness, disciplined research, thoughtful risk management, and a high-touch service mindset to every client relationship. ResponsibilitiesClient-Facing Portfolio Management * Assess client goals, risk tolerance, and constraints to design tailored investment portfolios. * Communicate proactively with clients regarding markets, performance, and economic trends. * Convey the firm's investment philosophy and process clearly. * Educate clients on opportunities, expectations, and long-term objectives. * Participate in and lead prospect meetings and client onboarding. * Serve as a subject matter expert translating complex data into accessible insights. Investment Research & Analysis * Conduct research across equities, fixed income, alternatives, currencies, commodities, and global macro. * Build predictive models; perform quantitative and qualitative research. * Develop recommendations and present insights to the Investment Committee. * Perform due diligence on third-party managers and vehicles. * Monitor economic, corporate, and geopolitical trends to guide portfolio decisions. Portfolio Strategy & Execution * Oversee construction, rebalancing, and implementation aligned with client objectives. * Develop and execute investment processes, asset selection, and tactical shifts. * Provide analysis on individual stocks and managed funds/ETFs. * Execute risk-management strategies and adjust proactively. * Monitor regulatory and market changes affecting strategy. Cross-Functional Collaboration * Work with Wealth Advisors to ensure strong portfolio design and client experience. * Collaborate with analysts, fund managers, and traders for deeper insights. * Contribute to the Investment Committee and model development. * Support advisors with timely client-related deliverables. KSOAs (Knowledge, Skills, Other Abilities) * Deep expertise in investment/portfolio theory, global markets, and instruments. * Strong portfolio construction, performance analysis, and risk management skills. * Highly analytical with strong trend-detection and pattern-recognition capability. * Advanced modeling and research synthesis abilities. * Ability to anticipate market changes and apply behavioral finance principles. * Exceptional attention to detail and time-management. * Strong presentation and reporting skills. * Intellectual curiosity and proactive research mindset. Required CompetenciesTechnical * Expertise in asset allocation, performance evaluation, and risk mitigation. * Advanced financial modeling, predictive analytics, and research methods. * Knowledge across asset classes and analytical tools. * Ability to present complex research clearly. * Understanding of behavioral finance. * Continuous monitoring of markets and economic news. Interpersonal * High emotional intelligence and self-awareness. * Strong relationship-building skills and consultative approach. * Team-oriented, detail-focused, and humble. * Creative thinking and ability to simplify complexity. * Excellent verbal and written communication. Leadership * High integrity and ethical standards. * Crisis management and decisiveness. * Thought leadership and team mentorship. * Ability to uphold and articulate the firm's mission and values. T-Shaped Skills * Cross-disciplinary fluency; strong adaptability. * Team-first mindset and systems thinking. * Ability to leverage networks to enhance client outcomes. Requirements * Bachelor's in finance, economics, business, mathematics, data science, risk management, or related field. * 5+ years of investment experience, ideally client-facing. * Strong knowledge of portfolio management and rebalancing systems. * Experience with stock analysis and manager due diligence (preferred). * Ability to build and communicate models and research. * Background/credit check required. * Series 65 or qualifying exam required. Preferred Education/Certifications * CFA designation or active progress toward the charter. * MBA or related graduate degree. Career Path Senior Portfolio Manager → Portfolio Manager → Senior Investment Analyst → Investment Analyst → Intern Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.