Portfolio Manager III
Core
Create customized investment strategies for complex, high-net-worth investors by managing discretionary portfolios.
Role type
Senior IC portfolio manager (wealth management)
Builds
Customized investment portfolios and strategies for high-net-worth clients
Domain
Wealth management / Private banking
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
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 investment strategies tailored to client goals, Manage all aspects of client investment portfolios, Collaborate with teams to deliver integrated solutions, Engage with clients to review investment performance and market changes, Stay up-to-date on market conditions and economic trends, Develop meaningful relationships with clients
Seniority
Senior, hands-on IC
