Multi-Asset Portfolio Manager
Core
Co-manage multi-asset model portfolios and design custom solutions for wealth management advisors and clients.
Role type
Senior Multi-Asset Portfolio Manager
Builds
Multi-asset model portfolios and custom investment strategies
Domain
Asset Management / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Multi-asset investment expertise, strategic and tactical asset allocation, investment selection, risk oversight, portfolio design, rebalancing, market view translation
Preferred skills
Model portfolio channel experience, senior stakeholder influence, project leadership, commercial mindset
Technologies
None stated
Responsibilities
Co-manage multi-asset model portfolios across risk profiles and objectives; formulate strategic and tactical asset allocation decisions; contribute to portfolio design and investment selection; monitor portfolio exposures and performance attribution; design and manage custom model portfolios; translate investment insights into client communications
Seniority
Senior, hands-on IC