Multi-Asset Portfolio Manager
$175,000–$275,000 year
Hybrid · New York City, New York, United States or Washington, District of Columbia, United States
Job Summary
Co-manage a suite of multi-asset model portfolios across risk profiles and wealth-management use cases; formulate strategic and tactical asset allocation across global equities, fixed income, and alternative investments; contribute to portfolio design, investment selection, rebalancing, and implementation of investment views; collaborate with risk and analytics teams to monitor exposures and performance attribution; design and manage custom model portfolios aligned with client objectives and constraints; partner with product and distribution teams to understand market demand and enhance offerings; translate investment insights into clear communications for clients and internal stakeholders, including trade updates, quarterly reviews, and white papers; support platform due diligence and client engagement activities, including webinars; serve as a subject matter expert on multi-asset portfolio construction and wealth-management implementation; qualifications include a Bachelor’s degree and 10+ years of experience; CFA or MBA is preferred.
Required Qualifications
- Bachelor’s degree required
- 10+ years of relevant investment experience
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