Investment/Portfolio Manager - Join Robert Half in Lake Geneva, Wisconsin

Robert Half is proud to partner with a prestigious boutique law firm in Lake Geneva, Wisconsin to find an exceptional Investment/Portfolio Manager. This is a rare opportunity to manage sophisticated equity portfolios for high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), personal trusts, partnerships, and foundations. If you thrive in a dynamic environment where you can leverage your expertise in portfolio optimization, market analysis, and client relationship management, this role offers unparalleled exposure to elite financial strategies and sensitive client portfolios.

Located in the serene and upscale community of Lake Geneva, WI, this position combines the tranquility of lakeside living with the intensity of high-stakes investment management. As part of a small, agile team, you'll have direct impact on client outcomes, coordinating with top-tier external investment managers and brokers to deliver customized financial solutions. Ideal for seasoned professionals seeking autonomy, variety, and the chance to work with complex trust structures in a confidential, boutique setting.

About the Role

In this full-time Investment/Portfolio Manager position, you'll oversee multimillion-dollar equity portfolios, ensuring they align perfectly with each client's unique goals, risk tolerance, and timelines. From monitoring daily market fluctuations to orchestrating trust funding and charitable distributions, your decisions will directly influence the financial legacies of prominent families and organizations. This role demands a blend of strategic foresight, technical proficiency, and interpersonal finesse, making it perfect for finance experts passionate about high-net-worth advisory services.

Robert Half places candidates in top-tier roles like this across Wisconsin and beyond, connecting talent with opportunities in investment management, wealth advisory, and portfolio optimization. With our extensive network, we're committed to finding the right fit for both you and our esteemed client.

Key Responsibilities

Your day-to-day will be varied and impactful:

• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals and risk profiles.
• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships to maintain liquidity and growth.
• Monitor portfolio holdings vigilantly, providing trustees with timely updates on market trends, breaking news, and actionable financial insights.
• Collaborate closely with external brokers to execute investment decisions, handle trust funding, distributions, and charitable donations efficiently.
• Build and nurture strong relationships with external investment managers for seamless coordination and superior performance.
• Prepare comprehensive investment performance reports, leveraging data visualization to present findings clearly to clients and stakeholders.
• Adapt flexibly to diverse responsibilities in a small team, contributing proactively to client satisfaction and firm success.
• Ensure full compliance with all relevant regulations, tax laws, and fiduciary standards governing trust investments and accounting.
• Harness advanced tools like Bloomberg and Morningstar for in-depth analysis, research, and portfolio management.

Required Qualifications

To excel, you bring:

• A Bachelor's degree in Finance, Economics, Business, or a related discipline; Master's or MBA preferred.
• At least 5-7 years of hands-on experience in investment/portfolio management, ideally with HNW/UHNW clients.
• Demonstrated success managing trusts, foundations, and partnership investments.
• Expertise in equity portfolio optimization, cash management, and performance reporting.
• Proficiency with Bloomberg, Morningstar, and other financial platforms; familiarity with trust accounting software a plus.
• Strong regulatory knowledge, including SEC rules, tax implications, and fiduciary duties.
• Exceptional communication skills for stakeholder presentations and broker negotiations.
• CFA, CFP, or equivalent certification highly desirable.
• Ability to maintain confidentiality in sensitive client matters.
• Thrives in boutique firm settings with high autonomy and adaptability.

This role suits analytical minds who excel under pressure, with a passion for markets and client-centric solutions.

Why Join Us?

Joining this team via Robert Half means stepping into a rewarding career in Lake Geneva, Wisconsin's vibrant financial scene. Enjoy an estimated salary of $150,000 - $250,000 annually, commensurate with experience, plus a robust benefits package including health insurance, retirement plans, and professional development support. Work in a picturesque location known for its luxury estates and outdoor recreation, balancing professional excellence with personal fulfillment.

Beyond compensation, you'll gain prestige from serving elite clients, access cutting-edge tools, and grow within a supportive, small-team culture. Robert Half offers confidential placement services, career coaching, and connections to more opportunities in investment management jobs across the U.S. Don't miss this chance to elevate your career—apply today and let's connect!

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