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:

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

Compensation

$200,000.00-$250,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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