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Bfsaul

Portfolio Manager

Bethesda, Maryland

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hirly's read of this role

Seniority
Lead / management
Stated salary
$180,000 – $220,000 per year
Country
US
Work mode
On-site / unstated
First seen by hirly
18 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Company Overview:

Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services.

The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client.

Job Purpose/Summary

The Portfolio Manager will manage client assets on a discretionary basis, consistent with the firm's Global Thematic Equity approach, as a senior member of the CCT investments organization and will discuss client goals, portfolio construction and investment performance with clients and prospects as an integral part of the broader client coverage team.

Original posting on Bfsaul's site ↗

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Portfolio Manager – Bfsaul · Bethesda, Maryland | hirly.me