Senior Portfolio Manager

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🕒 6 days ago

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B. Riley Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1997

💸 Finance

🏦 Banking

📡 Telecommunications

💰 $160M Post-IPO Debt - B. Riley Financial on 2025-02

Finance • Banking • Telecommunications

B. Riley Financial is a diversified holding company that provides complex, customized financial solutions for small-cap and middle-market companies. Its core financial services include capital markets, sales and trading, research, merchant banking, M&A advisory, restructuring, and wealth management (brokerage, investment management, insurance, tax preparation). In addition, the firm owns communications businesses (traditional, mobile and cloud phone, internet/data, security, email) and retail operations (mobile computing accessories and home furnishings), and it makes opportunistic equity, debt and venture investments to generate shareholder value.

📋 Description

• Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios • Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives • Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed • Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions • Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors • Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors • Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance • Build strong working relationships with advisors to drive adoption and address portfolio-related questions • Contribute to broader firm strategy on products and services • Translate complex investment concepts into accessible language tailored to advisors and clients • Perform due diligence on ETFs and mutual funds with accompanying documentation and publication • Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape • Identify opportunities to enhance portfolio construction, fund selection processes, and model design

🎯 Requirements

• 8+ years of experience in portfolio management or investment management • Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction • Experience with or exposure to alternative investment strategies within a model portfolio context • Excellent written and verbal communication skills, including experience presenting to financial advisors and clients • Self-starter with a proactive mindset and the ability to work independently • Sound investment judgment, high integrity, and discretion with sensitive client and firm information

🏖️ Benefits

• Competitive salaries • Access to our 401(k) profit sharing retirement plan • Paid holidays • Vacation • Sick leave • Voluntary group medical insurance • Dental insurance • Vision insurance • Company paid life and disability coverage