Associate Equity Portfolio Manager

What you’d do

Manage model-driven equity portfolios for high-net-worth and ultra-high-net-worth clients, designing customized strategies that fit each client's objectives, risk profile, and tax situation. Full time role based in Charlotte, NC. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 6+ months wealth investment portfolio management experience
• Equity portfolio construction and management
• Tax-efficient investing knowledge
• Risk-adjusted return optimization