Portfolio Manager
Procisive LLC
San Diego, CA
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JOB DETAILS
SALARY
SKILLS
Analysis Skills, Asset Management, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Construction, Construction Support, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Due Diligence, Financial Planning, Follow Through, Hedge Funds, High Net Worth, Investment Management, Investment Services, Investment Strategy, Liquidity, Operations Management, Performance Analysis, Portfolio Analysis, Quality Management, Reporting Skills, Research Skills, Risk, Risk Analysis, Wealth Management
LOCATION
San Diego, CA
POSTED
24 days ago
Title: Portfolio Manager Location: San Diego, CA
Rate: $150k+/base 10% annual target bonus.
Reporting to: Chief Investment Officer / Chief Executive Officer
Position Overview:
The Portfolio Manager is responsible for supporting portfolio construction, investment implementation, and ongoing oversight for high-net-worth client portfolios. This individual works closely with the Chief Executive Officer and Portfolio Managers, along with advisors, to execute investment strategy, conduct research, analyze portfolio positioning, monitor allocations, and ensure portfolios remain aligned with client objectives and firm standards.
This role is designed for a strong mid-level executor who brings sound investment judgment, attention to detail, and the ability to operate effectively in a small, close-knit firm environment. The Portfolio Manager will contribute to investment committee discussions, support advisors in client review preparation, and help drive consistent, high-quality portfolio management across the practice.
In a firm of this size, you will have a real seat at the table and the opportunity to make a visible impact on both investment execution and the broader organization. This role also offers long-term growth potential toward a future Chief Investment Officer track for the right individual.
Principal Duties and Responsibilities:
- Support portfolio construction, asset allocation, and ongoing portfolio oversight for high-net-worth client relationships
- Execute trading, rebalancing, and implementation activities in accordance with firm investment strategy and client guidelines
- Conduct investment research, manager selection analysis, and due diligence across traditional and alternative investments, including private markets, hedge funds, and other non-traditional strategies, with a focus on structure, liquidity, and risk
- Perform portfolio analytics and monitor positioning, cash levels, performance, and risk exposures, and identify areas requiring action or adjustment
- Participate in investment committee discussions and contribute research, analysis, and recommendations to support portfolio decisions
- Prepare performance reporting, portfolio commentary, and materials used in client review meetings
- Partner with advisors to support client reviews by providing investment insight, portfolio analysis, and financial planning input as needed
- Maintain a process-driven approach with strong responsiveness, accuracy, documentation, and follow-through across all investment operations and portfolio management processes
- 4+ years of experience in portfolio management, investment management, wealth management, or a related advisory environment
- CFA holder
- Experience supporting high-net-worth client portfolios with exposure to asset allocation, manager research, trading, rebalancing, and performance analytics
- Strong knowledge of portfolio construction, investment vehicles, performance analysis, and portfolio implementation
- Ability to contribute to financial planning conversations and support advisors with investment-related client review preparation
- CFP, CAIA, or similar investment-focused designation
- CFP certification, particularly for candidates with meaningful client-facing responsibility
About the Company
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