#1574

Senior Portfolio Manager

New York, NY, United States

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

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.