Portfolio Manager

Location: Woodland Hills, CA (On-site)

Position Overview

SteelPeak Wealth is seeking a Portfolio Manager with strong analytical and trading capabilities to help manage portfolios, execute investment strategies, and support sophisticated client relationships across high-net-worth and institutional accounts.

This role offers broad exposure across portfolio management, market research, trading, and investment operations, with the opportunity to contribute directly to portfolio construction and firmwide initiatives.

Key Responsibilities

Portfolio Management & Trading:

• Conduct in-depth research and analysis across equities, fixed income, options, and alternative investments using fundamental, technical, and quantitative methodologies.
• Execute portfolio transactions across equities, fixed income, options, and mutual funds, while ensuring accurate trade processing and reconciliation.
• Lead firmwide trading and portfolio implementation initiatives, including strategy rebalancing, options management, hedging strategies, and cash management solutions for sophisticated clients.
• Present investment recommendations and market insights to Partners and the investment committee for implementation consideration.
• Collaborate with internal stakeholders to support portfolio management system enhancements, workflow improvements, and technology implementations.

Client/Relationship Management:

• Manage client portfolios (personal or institutional) in alignment with established investment guidelines and objectives.
• Develop investment policy statements and regularly review portfolios to ensure alignment with client objectives and risk tolerances.
• Collaborate with advisors, account administrators, and support staff to deliver proactive communication and exceptional client service.
• Participate in client and prospective client meetings, prepare investment and portfolio reviews, and maintain strong client relationships.

Investment Operations & Compliance

• Ensure compliance with local, state, and federal regulations and assist in placing securities trades through communications with approved broker/dealers.
• Coordinate with broker/dealers, custodians, and internal operations teams to facilitate efficient portfolio implementation and reporting processes.

Business Development

• Contribute to business development initiatives by supporting meetings with prospective clients, referral partners, and centers of influence.

Qualifications

• Bachelor’s degree in finance or related field required.
• 3 years of experience in investment management, trading, or financial analysis within wealth management.
• CFA designation or progress toward the CFA charter preferred.
• Proven experience with equity, fixed income, options, and derivatives trading.
• Strong understanding of the financial markets, portfolio construction, and investment strategies.
• Excellent communication skills and ability to manage client relationships and collaborate across teams.
• Advanced proficiency in Microsoft Office, particularly Excel.

Preferred Skills

• Experience with portfolio management, reporting, and trading platforms such as Tamarac, Addepar, and EZE, as well as financial custodian platforms including Fidelity, Schwab, Goldman Sachs, and Robinhood.
• Experience supporting high-net-worth and ultra-high-net-worth client relationships.
• Knowledge of cash management, hedging strategies, and income-oriented investment solutions.
• Interest in emerging technologies, automation, and AI-enabled investment tools.

Why Join SteelPeak?

• Access to a high-quality product suite with genuine institutional credibility.
• A collaborative, mission-driven team environment that puts client outcomes first.
• Opportunity for professional growth and advancement as the firm continues to scale.
• Comprehensive benefits package including medical, dental, vision insurance.
• 401(k) with company match.

Equal Employment Opportunity

We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.

We provide reasonable accommodations in accordance with applicable law.

As part of our hiring process, we may use technology, including artificial intelligence tools, to assist with tasks such as job description development and candidate evaluation. All final employment decisions are made by our team and comply with applicable equal employment opportunity laws.