Portfolio Manager

About the Opportunity

Our firm is seeking an experienced and analytical Portfolio Manager to support portfolio management, trading execution, investment research, and client relationship management. This role is client-facing and cross-functional, requiring strong technical expertise across public and private markets, familiarity with regulatory frameworks, and the ability to operate in a fast-paced investment environment serving international and LATAM clients.

Location: Fort Lauderdale, FL

Type: Full-time, in-office

Responsibilities

• Execute trades across client portfolios in accordance with portfolio mandates and internal policies
• Maintain and monitor the firm’s trade blotter
• Ensure proper trade allocation across client accounts
• Track portfolio positioning relative to risk profiles and investment guidelines
• Support and maintain relationships with assigned clients
• Conduct periodic reviews of client risk profiles and investment mandates
• Perform allocation checks to confirm alignment with client objectives
• Review trading activity to ensure adherence to internal compliance standards
• Maintain documentation related to portfolio monitoring and compliance processes
• Prepare annual client reporting materials
• Review and calculate portfolio performance metrics
• Produce allocation and risk reports to verify consistency with client mandates
• Perform annual reviews of custodial relationships
• Evaluate custodial platforms, including cost structures and service quality
• Document findings for internal compliance and fiduciary review
• Conduct research on venture capital and private market opportunities
• Support due diligence and strategic discussions with senior leadership
• Participate in client meetings to present investment insights and research findings
• Assist in explaining private investment structures and strategies to clients

About You

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (CFA designation preferred)
• Experience in portfolio management and trading within an RIA, family office, or asset management firm
• Strong understanding of portfolio mandates, risk profiling, and asset allocation
• Solid knowledge of public markets including equities, fixed income, ETFs, and market dynamics
• Series 65 license required; additional licenses are a plus

Core Competencies:

• Strong analytical skills and attention to detail
• Clear understanding of fiduciary responsibilities
• Ability to operate in a multi-asset investment environment
• Excellent written and verbal communication skills
• High ethical standards and sound professional judgment

Eligibility

Interested candidates should send their resume to: contact@42hrcapital.com