Portfolio Manager

Job Title: Portfolio Manager - Individual securities focus in growth equity and fixed income investing.

Location: This position is located in New Haven, CT, and may be remote or hybrid within CT and RI.

Company: Washington Trust Advisors

Washington Trust Advisors, a growing Registered Investment Advisor (RIA), is seeking an experienced Portfolio Manager. We are seeking a highly analytical and client-focused Portfolio Manager with a strong track record in equity and fixed income investing and portfolio construction. The ideal candidate combines deep market insight with exceptional stock-picking ability, and thrives in a role that blends investment strategy with client relationship management. You'll also play a key role in business development, investment analysis, and committee participation.

Key Responsibilities:

• Construct and manage customized equity (and fixed income) portfolios aligned with client objectives and risk profiles
• Conduct in-depth fundamental research to identify high-conviction investment opportunities
• Monitor portfolio performance and adjust allocations based on market conditions and client needs
• Communicate investment strategy, performance, and market outlook to clients with clarity and confidence
• Build and maintain strong, trust-based relationships with high-net-worth individuals, institutions, and advisors
• Collaborate with internal research, trading, and compliance teams to ensure seamless portfolio execution

Qualifications:

• 15+ years of experience in portfolio management, equity research, or asset management
• Demonstrated success in stock selection and portfolio performance
• Strong understanding of financial markets, valuation techniques, and risk management
• Excellent interpersonal and communication skills, with a client-first mindset
• CFA designation strongly preferred
• Series 65 license required

What We're Looking For:

• A market-savvy investor with a passion for equities and a disciplined investment process
• A natural communicator who can translate complex market insights into actionable advice for clients
• A trusted advisor who builds long-term relationships through transparency, performance, and service

Washington Trust Advisors is a wholly owned subsidiary of The Washington Trust Company, of Westerly. Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. Washington Trust has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our employees are the foundation of our success, and we strive to create an environment where people feel valued, empowered, and heard. Our talented team provides an exceptional customer experience by building strong relationships with our customers, listening to and understanding their needs and challenges, and providing expert advice and personalized solutions. As an organization, we work hard to foster an environment that is supportive, team-oriented, and full of spirit, passion, and a desire to do what's best for fellow employees, our customers, and our communities.

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.