What are the responsibilities and job description for the Investment/Portfolio Manager position at Robert Half?
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.For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.Responsibilities:• 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.