Wealth Management Solutions, Investment Product Specialist - VP
On-site · New York City, New York, United States
Job Summary
The Vice President, Investment Product Specialist role owns the design, implementation, and ongoing management of security-level model portfolios across a complex account base, accountable for outcomes versus benchmarks and risk parameters. Responsibilities include leading portfolio construction with the CIO and PMG Asset Class Specialist teams, translating top-down views into implementable models, trade lists, and rebalancing frameworks; defining and governing allocation and performance measurement frameworks; overseeing attribution analysis and presenting drivers of returns and risk to senior governance forums; overseeing trade monitoring and sign-off on releases; serving as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; driving audit/compliance readiness and facilitating board materials; maintaining the control environment and leading issue management; mentoring Associates/Analysts and guiding priorities; partnering with Technology and Data teams to enhance tooling, define automation requirements, and lead UAT; contributing to platform roadmap and evaluating new models and instruments to improve client outcomes. Required experience includes 7+ years in portfolio research/management or quantitative analytics within wealth/asset management, advanced Excel and Python or scripting proficiency, and strong communication and stakeholder-management skills. Preferred qualifications include a post-graduate degree, CFA/FRM designation or progress toward, and Private Banking experience.
Required Qualifications
- 7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred
- Advanced Excel expertise; strong experience with Python or other scripting languages
- Demonstrated leadership in multi-stakeholder environments, including governance routines and influencing senior stakeholders
- Strong understanding of investments with ability to convert insights into clear executive narratives and recommendations
- 3–5+ years of hands-on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight
- Post-graduate degree indicating strong quantitative and technical ability preferred
- Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred
- Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers
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