Portfolio Manager III
Core
Managing complex, high-net-worth investor portfolios by creating customized investment strategies and overseeing discretionary portfolio management.
Role type
Senior IC portfolio manager (wealth management/private banking)
Builds
Customized investment strategies and managed portfolios for high-net-worth clients
Domain
Wealth management / Private banking / High-net-worth investing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment decision making, Financial consulting, Asset allocation, Portfolio construction, Security/manager selection, Trade execution, Risk management, Compliance, Investment reviews, Client communication
Preferred skills
Business development, Mentoring, Negotiation, 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 asset allocation and trade execution, Collaborate on integrated solutions across equities, fixed income, and alternatives, Review investment performance and market conditions with clients, Anticipate and mitigate investment risks using market analysis, Build meaningful client relationships demonstrating care and diligence
Seniority
Senior, hands-on IC with mentorship responsibilities
