Senior HNW Portfolio Manager

Capital Markets Advisors LLC

August 29, 2025

07:15 PM

New York, NY

Company size : 51-200 employees
Job Type & Title : Remote
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About Company:
CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department. Our staff have been Traders, Head of Risk, Head of Operations and Head of Technology, to name but a few, at many of the world’s leading Banks, Asset Managers, Exchanges and Clearing Organizations.
Skills:

Qualifications

· Working knowledge of the business systems investment certification requirements and processes

· Expert knowledge of industry accepted standards and best practices related to investment management and portfolio management

Experienced in speaking and working directly with HNW & UHNW clients

· Demonstrated experience implementing or transforming an organization’s investment and portfolio management processes, resulting in positive outcomes.

· Direct and relevant experience in their area of expertise.

· Expert knowledge and ability to communicate effectively in both oral and written forms with all levels of staff, as well as directly to HNW clients. (not institutional)

· Ability to work independently or with limited supervision.

· Possess critical thinking, problem solving, and initiative/proactive skills.

· Demonstrated working knowledge and understanding of tools such as MS Office Suite.

Licensed to speak to clients in all asset classes

· Seniority Level

Director

· Industry

Capital Markets/Wealth/Investment Management UHNW/HNW Direct client facing

· Employment Type

Full-time

· Job Functions

Finance
Investments
Sales

Screening questions Required qualifications

Are you willing to undergo a background check, in accordance with local law/regulations?

Ideal Answer: Yes

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