Associate Portfolio Manager / Portfolio Manager
$100,000–$140,000 year
On-site · New York City, New York, United States or Seattle, Washington, United States
Job Summary
Portfolio management role overseeing a broad mix of asset classes (equities, fixed income, private markets, real assets, hedge funds, commodities, cash) and derivative instruments to optimize asset allocation and portfolio exposure for large institutional clients. Responsibilities include designing and managing portfolios, executing hedging strategies with exchange-traded and OTC instruments, tracking cash flows, onboarding new clients, and monitoring performance relative to benchmarks; collaborate with derivative trading, FX, quantitative research, and transition management teams; mentor junior staff and contribute to innovative and scalable investment processes. Requires 2–6 years of institutional investing/portfolio management experience, a Bachelor’s degree in a related field (or equivalent), and strong analytical, communication, and problem-solving skills; CFA and/or CAIA designation preferred; equal employment opportunity statement included; role not eligible for employment-based immigration sponsorship.
Required Qualifications
- Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience)
- 2–6 years of experience in institutional investing, asset management, trading, and/or portfolio management
- Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation strategies
- Knowledge of global equity markets, investment vehicles, and derivative instruments across multiple currencies and long/short exposures
- Professional skills in communication and client service
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