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Investment/Portfolio Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Lake Geneva

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships.

Job Responsibility:

  • Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals
  • Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships
  • Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees
  • Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations
  • Establish and maintain strong relationships with external investment managers, ensuring seamless coordination
  • Prepare detailed investment performance reports and present findings to clients and stakeholders
  • Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team
  • Ensure compliance with relevant regulations and tax laws governing trust investments and accounting
  • Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts

Requirements:

  • Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience
  • Bachelor’s degree in Finance, Economics, or a related field
  • advanced certifications are highly desirable
  • Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments
  • Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting
  • Exceptional communication skills, both written and verbal, with attention to detail
  • Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar
  • Ability to work independently and collaboratively in a team-focused environment
  • Strong analytical skills and a meticulous approach to managing sensitive financial relationships
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
January 06, 2026

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