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Investment Portfolio Manager Jobs (NOW HIRING)

Isabella Bank

Portfolio Manager

Mount Pleasant, MI · On-site

This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account ...

Isabella Bank

Portfolio Manager

Mount Pleasant, MI · On-site

Manage and oversee client investment portfolios in accordance with each client's Investment Policy Statement, trust purpose, account objectives, and applicable fiduciary standards. Prepare and ...

Isabella Bank

Portfolio Manager

Mount Pleasant, MI · On-site

Manage client investment portfolios based on clients' Investment Policy Statements and consistent with the purpose of each trust or account objective. * Manage client relationships by providing a ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key ...

LHH US

Portfolio Manager

Richmond, VA · On-site

$200K - $300K/yr

LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility ...

LHH US

Portfolio Manager

Richmond, VA

$200K - $300K/yr

LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility ...

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Investment Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do investment portfolio manager jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by investment portfolio managers when balancing client expectations with market realities?

Investment Portfolio Managers often encounter the challenge of aligning clients’ financial goals and risk tolerance with ever-changing market conditions. Managing expectations can be difficult, especially during periods of market volatility when clients may be anxious about short-term losses. Portfolio managers must communicate clearly, educating clients about long-term strategies and the importance of diversification to mitigate risk. Building trust through transparency and frequent updates is essential to maintaining strong client relationships and successfully navigating these challenges.

What is the difference between Investment Portfolio Manager vs Financial Analyst?

AspectInvestment Portfolio ManagerFinancial Analyst
CredentialsCFP, CFA, or similar certifications often preferredCFA, CPA, or related certifications common
Work EnvironmentManage client portfolios, investment firms, or banksAnalyze financial data, prepare reports, and support investment decisions
Industry UsageUsed in asset management, wealth management, and investment firmsUsed across finance, banking, and corporate finance sectors

While both roles involve finance and investments, Investment Portfolio Managers focus on managing client portfolios and making investment decisions, whereas Financial Analysts primarily analyze data to support investment strategies. The roles often overlap in skills and certifications but differ in daily responsibilities and scope.

What is an investment portfolio manager?

An Investment Portfolio Manager is a financial professional responsible for creating and overseeing investment portfolios for individuals, companies, or institutions. They analyze market trends, assess clients' financial goals and risk tolerance, and make decisions about buying or selling assets such as stocks, bonds, and other securities. Their goal is to maximize returns while managing risk according to the client’s objectives. Portfolio managers typically work for investment firms, banks, or as independent advisors, and they must stay informed about economic developments and market conditions to make sound investment choices.

What are the key skills and qualifications needed to thrive as an investment portfolio manager?

To thrive as an Investment Portfolio Manager, you need strong analytical skills, deep understanding of financial markets, and typically a degree in finance, economics, or a related field, often supported by certifications like the CFA. Proficiency in portfolio management software, financial modeling tools, and Bloomberg Terminal is commonly required. Excellent communication, decision-making, and client relationship management skills set top performers apart. These skills ensure effective investment strategies, risk management, and client satisfaction in a dynamic financial environment.
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Investment Portfolio Manager jobs near you
Infographic showing various Investment Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

VP, Investment Portfolio Implementation

1872 Consulting

Chicago, IL

Full-time

Re-posted 13 days ago

Job description

VP, Investment Portfolio Implementation

(functionally titled as Manager)

Downtown - Chicago, IL – 4 days onsite per week

Position Summary

The Manager of Investment Portfolio Implementation leads a team that supports Portfolio Managers by executing investment strategies, ensuring compliance, and managing client-specific guidelines. This role acts as a critical liaison between investment teams, trading, and operations to oversee order origination, cash flow management, and portfolio monitoring. The ideal candidate combines hands-on execution with strategic leadership to enhance portfolio workflows and drive operational excellence.

Duties and Responsibilities

  • Collaborate with Portfolio Managers and Traders to implement investment strategies across all client and product types, including funds, institutional accounts, and model delivery platforms.
  • Lead day-to-day operations of the Institutional Portfolio Implementation team by coaching team members, providing feedback, fostering development, and serving as the escalation point.
  • Monitor portfolio dispersion and recommend rebalances or adjustments to Portfolio Managers.
  • Conduct pre-trade compliance reviews; ensure portfolio positions adhere to client and regulatory guidelines and coordinate resolution with Compliance and Client Service teams.
  • Monitor and manage cash levels across portfolios to meet client directives.
  • Perform account onboarding and transition activities; translate client guidelines into Charles River IMS rules; participate in Investment Management Agreement (IMA) reviews.
  • Respond to ad hoc requests from Portfolio Managers and provide analytical support to enhance portfolio deliverables.
  • Execute trading updates for model delivery clients per trade rotation policies.
  • Originate, validate, and understand derivative transactions.
  • Coordinate corporate action elections in collaboration with the PM team.
  • Facilitate unique portfolio scenarios including in-kind transfers, new account openings/terminations, cross trades, secondary offerings, and private placements.
  • Engage in error remediation efforts and recommend control improvements.
  • Lead process improvements, automation initiatives, and system enhancements.
  • Perform order management workflows and conduct portfolio analysis using the platform.
  • Collaborate cross-functionally with IT (Charles River IMS), Traders (ensuring complete info for best execution, and Operations (to confirm cash and position accuracy).
  • Provide oversight and guidance on standard workflows; train junior team members and take on advanced and complex trading situations.
  • Contribute to new product development and testing initiatives.
  • Maintain and enforce controls and procedures for order origination and compliance in line with SOC requirements.
  • Lead team meetings on procedural changes, control updates, and project updates.
  • Adapt department procedures in response to new products, regulatory changes, and organizational shifts.

Requirements:

  • 7+ years of investment management experience.
  • Proficiency in Charles River IMS, Blackrock Aladdin or similar investment systems.
  • Strong knowledge of investment products and regulatory guidelines.
  • Experience with tax trading strategies, guideline management, and error remediation.
  • Excellent communication skills and ability to liaison between cross functional teams.

Nice to have:

  • Familiarity with Bloomberg, FactSet, and Salesforce.
1872 Consulting logo

About 1872 Consulting

Sourced by ZipRecruiter

1872 Consulting, based in Chicago, IL, USA, operates within the IT consulting industry. Armed with a diverse team of experts, the company offers specialized IT consulting services, focusing on modernizing business technologies and driving innovative business strategies. Established in 1872, the company has a rich history marked by its commitment to bridging the gap between businesses and technology. Its mission is to empower organizations to surpass their business goals by providing state-of-the-art IT solutions and service. The company prides itself on its core values of integrity, excellence, and innovation, instilling these principles in every project they undertake.

Industry

It services

Company size

11 - 50 Employees

Headquarters location

Chicago, IL, US

Year founded

2014

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