Portfolio Manager

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals, families, and businesses. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success : Investment, Retirement, Estate, Tax, Business, and Insurance. We manage over $3 billion in client assets across eight offices nationally.

Prosperity- An EisnerAmper Company is seeking a Portfolio Manager to join our wealth management team here in Iselin, NJ. As a Portfolio Manager, you will play a crucial role in managing and growing high net worth client relationships while implementing effective investment strategies. You will partner closely with client advisors and the broader investment team to ensure that client portfolios are aligned with their financial objectives, risk profiles, and time horizons.

Your insights into market conditions, investment principles, and portfolio construction will be integral to making informed decisions that drive the success of our clients' portfolios. We operate in a hybrid work environment with three days onsite and two days remote.

What it Means to Work for Prosperity :

• You will have the flexibility to manage your days in support of our commitment to work / life balance
• You will join a culture that has received multiple top "Places to Work" awards
• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
• We understand that embracing our differences is what unites us as a team and strengthens our foundation
• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
• Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What work you will be responsible for :

Basic Qualifications :

Preferred or Desired Skills

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.

About EisnerAmper :

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email : talentacquisition@eisneramper.com

LI-JR1

Preferred Location : Iselin