Portfolio Manager I
Core
Works with complex, high-net-worth investors to create customized investment strategies under the guidance of a Portfolio Manager.
Role type
Junior IC investment advisor (wealth management)
Builds
Customized investment strategies and portfolio management for high-net-worth clients
Domain
Wealth management / Private banking
Deliverable
client delivery
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
Negotiation, Delegation, Leadership, Client service, Relationship management, Fiduciary standards knowledge, Tax/Legal/Operations knowledge, Market analysis
Technologies
Equities, Fixed income, Alternative investments, Specialty Asset Management
Responsibilities
Develop and recommend investment strategies tailored to client goals; Support portfolio aspects including asset allocation and trade execution; Collaborate to deliver integrated solutions; Review investment performance and market changes; Mitigate investment risks based on economic trends; Build meaningful client relationships
Seniority
Junior, entry-level IC