What are the responsibilities and job description for the Portfolio Manager Alternative Investment position at Leah Yosef International?
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