Demo

Portfolio Manager Alternative Investment

Leah Yosef International
New York, NY Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 2/28/2025

Multi Family Office

Senior Portfolio Manager

NYC


Overview

Ultra High Net Worth focused Multi-Family Office seeks a Senior Portfolio Manager to partner with the CEO & President in providing overall strategy, dynamic asset allocation modeling, risk modeling, thoughtful analysis, research, due diligence and portfolio analytics for the firm’s high net worth and ultra-high net worth clientele.


Highlights

  • Create the firm’s investment strategies, in addition to leading the Investment Committee
  • Execute the firm’s investment research, analysis, and due diligence processes and assist in overseeing trading, portfolio construction and rebalancing
  • Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate
  • Excellent opportunity for advancement with a track towards Chief Investment Strategist
  • Extensive client contact with high net worth and ultra-high net worth individuals and families
  • Range of Pay: 200-250k base, 10-15% target bonus
  • Collegial, forward-thinking culture with excellent benefits
  • Path towards equity participation


Requirements

  • 5 years of wealth management related investment management experience with a deep exposure to alternatives
  • CFA or CAIA

Salary : $225,000 - $275,000

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