#1770

Portfolio Analyst

New York, NY, United States

5B+ AUM RIA

Midtown, NY

Overview

Top-tier Wealth Advisor within a 5B+ AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M+ AUM across 25 high net worth and ultra-high net worth households.

Highlights

  • Construct and monitor custom portfolios with a focus on tax efficiency and

    long-term, buy-and-hold investing

  • Interacting with the research teams regarding individual equities and fixed income positions
  • Engage directly with clients to explain portfolio strategies and market views as well as overall wealth management advice
  • Participate in firm-wide investment committee meetings
  • Extensive client contact
  • Compensation package in the $150,000+ range

Requirements

  • 3+ years of experience in investments with exposure to building portfolios from individual stocks and bonds
  • Excellent written and verbal communication skills
  • Experience with Advent Suite, Black Diamond, and FactSet a plus


About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.