#1780

Portfolio Manager

New York, NY, United States

Multi Family Office

Overview

Ultra High Net Worth focused Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investments strategy, thoughtful analysis, research and due diligence with a strong focus on Option Strategies and Single Stock names. Extensive client contact.

Highlights

  • Opportunity to lead investment research, analysis, and due diligence processes
  • Extensive client contact with high net worth and ultra-high net worth individuals and families
  • Oversee all trading and execute trades for a $1.6B+ High-Net-Woth focused RIA, member of the Investment Committee
  • Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate
  • Excellent opportunity for advancement at an RIA with a track record of retaining and promoting top talent
  • Range of Pay: 175-200k base, plus bonuses
  • Collegial, forward-thinking culture with excellent benefits
  • Path towards equity participation

Requirements

  • 7+ years of wealth management related investment management experience with knowledge of options strategies and the ability to form research on individual securities and investment managers
  • CFA or CAIA

 

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.