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Senior Portfolio Manager

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Senior Portfolio Manager at an ultra high net worth focused Multi-Family Office in NYC. Details below: 

  • Leads portfolio construction and asset allocation, supporting client-facing advisors and business development
  • Directly contributed to the closing of over $250 million of new client assets
  • 15+ years of experience, all at the same 30B+ AUM RIA, having been promoted 4 times
  • In his most recent role, he created bespoke portfolio solutions resulting in over $50 million of additional billable assets from current clients
  • Exploring compensation packages in the $350,000+ range

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