Role Overview for SVP, Portfolio Management with an Investment Advisor – New York, NY
JRG Partners is proud to represent a premier, multi-billion dollar investment advisory firm based in the heart of New York, NY. Our client, renowned for its client-centric approach, sophisticated investment strategies, and unwavering commitment to fiduciary excellence, is seeking a dynamic and visionary Senior Vice President (SVP) of Portfolio Management. This is a career-defining opportunity for a seasoned investment professional to assume a critical leadership position within a prestigious organization, directly shaping the firm’s investment philosophy and driving its continued success.
The SVP of Portfolio Management will be a cornerstone of the firm’s investment committee, responsible for the oversight, strategic direction, and performance of client portfolios. This executive role demands a unique blend of deep analytical prowess, macroeconomic insight, exceptional leadership capabilities, and polished client-facing skills. You will be entrusted with managing significant assets for a sophisticated clientele, including ultra-high-net-worth individuals, families, foundations, and endowments.
The ideal candidate is not just a manager but a thought leader, capable of navigating complex market environments, identifying unique investment opportunities, and inspiring a team of talented investment professionals to achieve outstanding results. You will be instrumental in developing and refining proprietary investment models, establishing risk management frameworks, and communicating the firm’s market outlook and strategic positioning to both internal stakeholders and external clients.
This role offers a platform to make a substantial impact, contributing to the long-term legacy of a firm that values integrity, innovation, and intellectual rigor above all else.
Reporting directly to the Chief Investment Officer (CIO), you will serve as a key deputy, playing a pivotal role in all aspects of the investment process. Your expertise will guide asset allocation decisions, security selection across public and private markets, and the implementation of sophisticated hedging and risk mitigation strategies. This is more than a job; it is a chance to be a leader in a collaborative, high-performance culture where your contributions are valued, and your professional growth is paramount.
Key Responsibilities of SVP, Portfolio Management with an Investment Advisor – New York, NY
As the SVP of Portfolio Management, your duties will be broad and impactful, encompassing leadership, strategy, and execution. You will be accountable for the following:
Investment Strategy & Asset Allocation
Lead the development, articulation, and implementation of the firm’s top-down investment strategy. Formulate capital market assumptions and translate them into strategic and tactical asset allocation models for various client risk profiles. Continuously evaluate and refine the investment philosophy to adapt to evolving market conditions and client objectives.
Portfolio Construction & Management
Oversee the construction and day-to-day management of discretionary investment portfolios. This includes security selection, position sizing, and rebalancing across a wide range of asset classes, including domestic and international equities, fixed income, alternatives, and private investments. Ensure portfolios are optimally aligned with client-specific investment policy statements (IPS).
Risk Management & Mitigation
Design and implement a robust risk management framework for all client portfolios. Utilize sophisticated analytical tools to monitor portfolio risk exposures (e.g., market, credit, liquidity, currency risk) and conduct stress testing and scenario analysis. Proactively identify potential risks and develop strategies to mitigate them effectively.
Team Leadership & Mentorship
Lead, mentor, and develop a high-caliber team of portfolio managers, research analysts, and traders. Foster a culture of intellectual curiosity, collaboration, and accountability. Set performance goals, provide regular feedback, and guide the professional development of your team members to build a pipeline of future leaders.
Client Communication & Relationship Management
Serve as a primary investment contact for key clients. Articulate complex investment concepts, portfolio strategy, and performance results in a clear and compelling manner. Participate in client meetings, finals presentations for prospective clients, and firm-sponsored events to build and maintain trust and confidence.
Investment Research & Due Diligence
Direct and contribute to rigorous research efforts on macroeconomic trends, geopolitical events, and industry-specific developments. Oversee the due diligence process for selecting and monitoring external investment managers, private equity funds, and other alternative investment vehicles.
Performance Monitoring & Reporting
Establish clear metrics for evaluating portfolio and manager performance. Oversee the preparation of detailed performance attribution analysis and client reports. Present performance reviews to the investment committee, executive leadership, and clients, providing insightful commentary on the drivers of returns.
Investment Committee Contribution
Act as a senior, voting member of the firm’s Investment Committee. Prepare and present research, propose strategic and tactical shifts, and contribute actively to debates on market outlook and portfolio positioning. Champion new ideas and challenge existing conventions to drive better investment outcomes.
Technology & Process Improvement
Continuously seek opportunities to enhance the investment process through technology and analytics. Collaborate with the operations and technology teams to improve portfolio management systems, trading platforms, and analytical tools to increase efficiency and effectiveness.
Requirements for the SVP, Portfolio Management with an Investment Advisor – New York, NY
The successful candidate will be a distinguished investment professional with a proven track record of leadership and performance. We are seeking an individual with the following qualifications:
Required Qualifications:
Experience
A minimum of 15 years of progressive experience in investment management, with at least 7 years in a direct portfolio management role overseeing multi-asset class portfolios for high-net-worth or institutional clients. A demonstrable track record of successfully managing large asset pools through various market cycles is essential.
Leadership Experience
A minimum of 5 years of formal leadership experience, including managing, mentoring, and developing a team of investment professionals.
Educational Background
A Bachelor’s degree in Finance, Economics, or a related quantitative field is required. A Master’s degree in Business Administration (MBA) or a Master’s in Finance is strongly preferred.
Professional Designation
The Chartered Financial Analyst (CFA) designation is required for this position.
Technical Expertise
Deep understanding of modern portfolio theory, financial modeling, and quantitative analysis. Extensive experience with various asset classes including equities, fixed income, alternatives, and derivatives.
Systems Proficiency
Advanced proficiency with investment management software and data providers such as Bloomberg Terminal, FactSet, Morningstar Direct, and portfolio management/accounting systems (e.g., Addepar, Black Diamond).
Preferred Qualifications & Attributes:
Exceptional Communication Skills
Superior verbal and written communication skills, with the ability to distill complex financial topics into understandable concepts for sophisticated clients and internal teams.
Strategic Thinker
A forward-looking, strategic mindset with the ability to identify long-term trends and position portfolios accordingly.
Client-Centric Mindset
A genuine passion for helping clients achieve their financial goals and a commitment to upholding the highest fiduciary standards.
Decisive & Accountable
The ability to make well-reasoned decisions under pressure and take ownership of investment outcomes.
Collaborative Spirit
A team-oriented professional who thrives in a collaborative environment and can build strong relationships across the organization.
Media & Public Speaking
Experience representing a firm in the media or at industry conferences is a plus.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a highly competitive and comprehensive compensation and benefits package. This includes:
Competitive Base Salary
An attractive base salary commensurate with experience and market standards.
Significant Performance-Based Bonus
A substantial annual bonus potential tied to individual, team, and firm performance.
Long-Term Incentive Plan
Opportunity for equity participation or other long-term incentives that align your success with the growth of the firm.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your eligible dependents with low employee contributions.
Retirement Savings
A generous 401(k) plan with a significant company match and profit-sharing component.
Generous Paid Time Off (PTO)
A flexible and generous PTO policy, including vacation, sick days, and personal days, plus company holidays.
Professional Development
A dedicated budget for continuous learning, including industry conferences, advanced certifications, and executive education programs.
Work-Life Balance
A commitment to a sustainable work-life balance, with a supportive and respectful culture.
Wellness Programs
Access to wellness resources, including gym membership reimbursements and mental health support services.
Prime NYC Location
A modern office located in a prime, easily accessible location in Manhattan.
How to Apply
JRG Partners is exclusively managing the search for this pivotal SVP, Portfolio Management role. We invite qualified candidates who are ready to take on this challenging and rewarding opportunity to submit their applications.
To be considered, please submit your resume and a compelling cover letter outlining your qualifications and your vision for this role. Due to the high volume of applications, only those candidates who meet the specified requirements will be contacted.
JRG Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.
To learn more about our expertise in placing top talent within the financial industry, please visit our Financial Services Practice Area page.
