Portfolio Manager III
Core
Managing complex, high-net-worth investor portfolios by creating customized investment strategies, including asset allocation, security selection, and risk management.
Role type
Senior IC portfolio manager (wealth management)
Builds
Customized investment portfolios for high-net-worth and ultra-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, Client relationship management, Business development, Mentoring
Preferred skills
MBA or JD, CPA, CFP, CFA designation, Management experience, 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 on integrated solutions across asset classes, Review investment performance and market conditions with clients, Mitigate investment risks based on economic trends, Build meaningful client relationships
Seniority
Senior, hands-on IC