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Multi Asset Class Portfolio Manager
$170,000–$300,000 year
On-site · New York City, New York, United States
Job Summary
Senior portfolio manager to manage MACS portfolios with day-to-day oversight, focusing on asset class exposure, rebalancing, cash flows, and active risk; drive investment performance through manager selection; help develop MACS tools to increase latency and scale; deliver portfolio reviews to clients and provide updates to sales and senior management; contribute to external marketing materials and portfolio positioning, and support new business opportunities as a technical expert on asset allocation and manager selection.
Required Qualifications
- 15+ years of experience in multi-asset class portfolio management
- Experience with asset manager, wealth manager, or Outsourced CIO (OCIO)
- Ability to work in a fast-paced environment
- Required current US FINRA Registration: SIE, Series 7 and 66 (or Series 63 & 65) within 150 days of starting in the role
- Bachelor’s/University degree, Master’s degree preferred
- CFA preferred
- Outstanding written and verbal communication skills
- Excellent interpersonal relationship management skills
- Experience with clients and prospects
- Experience with externally facing marketing materials and content
- Demonstrated ability to work both independently and as a part of small and large teams
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