Portfolio Manager II
Core
Create customized investment strategies for complex, high-net-worth investors in partnership with Senior Managers.
Role type
Senior IC portfolio manager (wealth management)
Builds
Discretionary investment portfolios for high-net-worth clients
Domain
Wealth management / Private banking
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, Fiduciary standards knowledge, Client relationship management
Preferred skills
MBA or JD, CPA, CFP, CFA designation, Business development experience
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 to deliver integrated solutions across asset classes; Engage clients to review performance and market changes; Anticipate and mitigate investment risks based on economic trends; Mentor associates.
Seniority
Senior, hands-on IC