What are the responsibilities and job description for the Portfolio Manager position at The Anderson Search Group?
Investment Portfolio Manager - Chicago, Illinois
The Anderson Search Group has been engaged by a repeat client to identify an Investment Portfolio Manager in Chicago. This is an opportunity to join a Private Wealth Team with a portfolio of $1 billion AUM from HNW and UHNW clients. There would be no new business goals. This organization has a national footprint and has been named Best Private Wealth Manager over $5 billion in Performance and Overall Client Service and has also been named Best Multi-Family Office over $20 billion in Client Service. Reach out to us immediately to inquire as to how you can join one of Barron's Top 40 Wealth Management Firms!
The Ideal Candidate Will Possess :
- CFP Designation
- 10 years experience in investment portfolio management experience focused on HNW and UHNW clients
- Stable work history / resume and exceptional client service and relationship management skills
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
