Business Development Lead and Portfolio Manager

Position : Business Development Lead and Portfolio Manager

Location : Cleveland OH

About Our Client

Founded in 1975 our client is a highly successful independent equity and fixed-income investment advisory firm managing over $550 million in assets. Their clients include high-net-worth individuals and institutions such as financial advisors wealth managers corporations non-profits trade associations and community foundations.

Their investment philosophy centers on disciplined research long-term perspective and a strong commitment to transparency and exceptional client service. Operating with fewer than ten employees the firm provides a collaborative collegial work environment that values creativity independence accountability and professional growth. This is a place where independent thinkers thrive under high expectations.

Opportunity

Our client is seeking a self-starting seasoned investment professional with strong business development capabilities and a passion for client success. This role is ideal for someone eager to manage investment portfolios cultivate new relationships deepen existing ones and contribute innovative ideas that support the firms continued growth and evolution.

The ideal candidate brings a proven track record of investment success interest in individual stock selection and the ability to confidently and enthusiastically engage with clients and prospects. This position offers significant autonomy within a close-knit high-performance team.

Responsibilities

Source new clients identify opportunities and influence prospective clients through proactive relationship-driven business development.

Lead all aspects of portfolio management including construction asset allocation and risk management.

Serve as a trusted advisor and build long-term client relationships based on care diligence ethical judgment and reliable communication.

Conduct ongoing research on current and potential investments; apply creative and analytical thinking to evaluate holdings and identify new opportunities.

Actively participate in weekly portfolio discussions-present investment ideas challenge assumptions and contribute thoughtful analysis.

Identify opportunities to develop new investment products or strategies aligned with the firms philosophy and growth initiatives.

Collaborate closely with a small cohesive team while demonstrating initiative flexibility and ownership of responsibilities.

Qualifications

Demonstrated success in sourcing new clients or a strong interest in business development and prospecting.

Relevant experience in investment or portfolio management with a record of independent decision-making and accountability.

Proven ability to build strengthen and retain long-term client relationships.

Experience in stock selection fundamental research and portfolio construction.

Self-starter with a high degree of initiative thriving in a hands-off high-expectation environment.

Bachelors degree required; advanced degree or professional designation (e.g. CFP) preferred.

Pay & Benefits

Base Salary : $100000 (commensurate with experience)

Bonus : Significant bonus potential based on performance and business development success

Benefits Include : Company-paid medical

Generous company-funded profit-sharing plan

401(k)

Four weeks PTO

Continuing education and training support

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full Time

Experience : years

Vacancy : 1