Portfolio Manager

Silvercrest Asset Management Group LLC is a leading independent registered investment advisor founded in 2002, offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. The firm advises on over $35 billion in assets, serving families, endowments, foundations, and institutional investors with a client-centric, fiduciary approach underpinned by rigorous proprietary research.

This Portfolio Manager position in Richmond, Virginia is designed for an experienced investment professional with a demonstrated ability to manage complex client portfolios and build long-term client relationships. The Portfolio Manager serves as a senior member of the investment team, responsible for portfolio construction, investment oversight, client engagement, client support team oversight, and business development. The Richmond team operates in a fast-paced, growth-oriented environment with close collaboration across investment management, family office, and client service functions.

Responsibilities include serving as a portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals; designing, implementing, and monitoring customized investment portfolios across public and private markets; overseeing portfolio performance, asset allocation, and risk exposures, recommending adjustments as market conditions or client circumstances evolve; maintaining deep knowledge of Silvercrest's investment platform and contributing to investment research and strategy discussions; acting as a primary investment contact for clients, leading portfolio review meetings, and communicating investment strategy, performance, and outlook; identifying opportunities to expand existing client relationships and contributing to new business development; and working closely with client associates and family office professionals to deliver comprehensive, high-touch client service.

Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; MBA and/or CFA preferred; demonstrated ability to manage complex client portfolios; deep investment expertise with a strong technical and analytical background; proven track record of managing sophisticated portfolios for UHNW clients; highly organized, collaborative, and client-focused.