153 Portfolio Management Consultant Jobs in New York, NY
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Global Atlantic Financial Group Opportunities
New York, NY | Full Time
$99k-134k (estimate)
Just Posted
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Portfolio Management Consultant
$111k-163k (estimate)
Full Time
3 Days Ago
Augment Jobs is Hiring a Portfolio Management Consultant Near New York, NY
We are seeking a skilled and client-focused Portfolio Management Consultant to join our dynamic team. In this role, you will play a pivotal role in advising clients on asset allocation, portfolio construction, risk management, and investment strategies. You will collaborate closely with clients to understand their financial objectives and develop tailored investment solutions that align with their long-term goals.
Roles And Responsibilities
Roles And Responsibilities
- Partner with institutional clients, high-net-worth individuals, and corporations to assess their investment objectives, risk tolerance, and financial constraints.
- Conduct in-depth portfolio analysis, asset allocation modeling, and risk assessment to develop customized investment strategies.
- Monitor and evaluate portfolio performance, market trends, and economic indicators to make informed investment decisions.
- Provide strategic advice on asset allocation, investment selection, and portfolio optimization to maximize returns and mitigate risks.
- Prepare and deliver comprehensive investment proposals, presentations, and reports for client meetings and reviews.
- Collaborate with investment analysts, research teams, and external advisors to leverage insights and enhance portfolio management strategies.
- Maintain strong client relationships through regular communication, portfolio reviews, and proactive investment advice.
- Stay updated on industry trends, regulatory changes, and best practices in portfolio management and wealth advisory.
Job Summary
JOB TYPE
Full Time
SALARY
$111k-163k (estimate)
POST DATE
07/04/2024
EXPIRATION DATE
12/29/2024
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