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Investment Management

Portfolio Manager

Berwyn, PA

About the Role

Global Advisers is seeking a Portfolio Manager in Berwyn, PA to manage client portfolios and model strategies within the firm's investment process, translating capital-market views, research, risk parameters, and client objectives into disciplined portfolio decisions. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Manage portfolios and model allocations in accordance with investment objectives, risk parameters, liquidity needs, and approved strategy guidelines.
  • Evaluate asset allocation, security selection, portfolio concentration, income requirements, tax considerations, and implementation tradeoffs.
  • Review portfolio performance and risk, identify deviations from intended exposures, and recommend changes when warranted.
  • Collaborate with research, wealth management, compliance, and operations on investment implementation and client communication.
  • Document investment rationale and contribute to investment committee discussions and model-governance processes.
  • Support advisor teams with portfolio analysis and market context for client discussions.

Qualifications

  • Bachelor's degree in finance, economics, mathematics, accounting, or a related field.
  • Five or more years of portfolio management, investment research, asset allocation, or related investment experience.
  • Strong understanding of public markets, portfolio construction, risk, and performance measurement.
  • Advanced Excel and investment-analytics capability.
  • Ability to make well-supported decisions and communicate investment reasoning clearly.

Preferred Qualifications

  • CFA® charter or progress toward the CFA® designation.
  • Experience with fixed income, ETFs, separately managed portfolios, or model portfolio governance.

Skills for This Role

Portfolio Management, Portfolio Construction, Asset Allocation, Security Selection, Performance Attribution, Investment Risk Management, Portfolio Analytics, Tax-Aware Investing

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.