Portfolio Manager III
Core
Managing complex, high-net-worth investor portfolios by creating customized investment strategies, handling asset allocation, security selection, trade execution, and risk management.
Role type
Senior IC Portfolio Manager (High-Net-Worth)
Builds
Customized investment portfolios and integrated financial solutions for high-net-worth and ultra-high net worth clients.
Domain
Wealth Management / Private Banking / Investment Management
Deliverable
Production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment decision making, Financial consulting, Asset allocation, Portfolio construction, Security/manager selection, Trade execution, Risk management, Compliance, Client relationship management, Business development
Preferred skills
Negotiation, Delegation, Leadership, Fiduciary standards knowledge, Tax/Legal/Operations knowledge
Technologies
Equities, Fixed income, Alternative investments, Specialty Asset Management
Responsibilities
Develop and recommend tailored investment strategies based on client goals; Manage all aspects of client portfolios including construction and monitoring; Collaborate on integrated solutions across asset classes; Review investment performance and market trends with clients; Mitigate investment risks based on economic analysis; Mentor associates.
Seniority
Senior, hands-on IC with mentorship duties
