Financial Manager

Robert Half is seeking an experienced Senior Financial Portfolio Manager to lead portfolio strategy, oversee investment performance, and drive strong risk-adjusted returns across a diverse portfolio. This role requires a strategic thinker with deep market knowledge, strong leadership skills, and the ability to collaborate with internal stakeholders and clients to align investment objectives with long-term financial goals.

Key Responsibilities

• Develop and execute portfolio management strategies aligned with client or organizational objectives
• Monitor portfolio performance, asset allocation, and risk exposure across investment holdings
• Conduct market research and economic analysis to identify opportunities and potential risks
• Recommend investment decisions, rebalancing actions, and portfolio adjustments based on performance and market conditions
• Partner with analysts, traders, and senior leadership to optimize portfolio results
• Oversee compliance with internal investment policies, regulatory requirements, and fiduciary standards
• Prepare and present portfolio reviews, performance reports, and investment recommendations to clients or executive leadership
• Mentor junior portfolio management and investment team members
• Maintain strong relationships with clients, advisors, and key stakeholders

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field
• MBA, CFA, or other advanced financial designation preferred
• 8+ years of experience in portfolio management, investment management, asset management, or a related field
• Strong understanding of asset allocation, portfolio construction, performance analytics, and risk management
• Experience managing multi-asset portfolios and making strategic investment recommendations
• Knowledge of financial markets, economic trends, and investment products
• Excellent analytical, communication, and presentation skills
• Proven leadership ability and experience working with cross-functional teams
• Proficiency in portfolio management systems, financial modeling, and reporting tools