UMA Portfolio Manager
Core
Implement investment manager models and trade instructions for the Unified Managed Accounts (UMA) program, managing portfolio construction, daily account management, and rebalancing for Financial Advisors and clients.
Role type
Portfolio Manager (Investment Operations)
Builds
UMA portfolios (Equity SMA, ETFs, Domestic Mutual Funds, Interval Funds)
Domain
Wealth Management / Asset Management
Required skills
Portfolio construction, trade implementation, asset allocation, account management, regulatory compliance, financial securities knowledge
Preferred skills
Series 7 and 66 designations, investment experience
Technologies
Equity SMA, ETFs, Mutual Funds, Interval Funds
Responsibilities
Implement Investment Manager models based on client guidelines, coordinate trade execution with trading desks, provide daily account management and rebalancing, act as liaison between Investment Managers and Financial Advisors, deliver customized services like cash management and restriction management.
Seniority
Mid-level Individual Contributor