Portfolio Manager

AlTi Tiedemann Global; Turbigo; Vor Ort; EUR 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Opportunity to work in an international setting

Active role in portfolio management

Collaborative professional environment

Direct interaction with senior professionals

Zusammenfassung

AlTi Tiedemann Global in Turbigo is seeking a Portfolio Manager to oversee client portfolios and provide investment advice. The role involves implementing investment strategies, direct client interaction, and close collaboration with global investment teams. Ideal candidates will have a degree in finance, at least 6 years of relevant experience, and proficiency in financial tools. The position offers an opportunity to work in a dynamic international environment with senior professionals.

Qualifikationen

• At least 6 years of experience in portfolio management, wealth management or asset management.
• Fluent in English and able to work effectively in an international environment.
• Professional certifications like CFA, CAIA, or EFPA are a plus.

Aufgaben

• Implement investment strategies and manage client portfolios.
• Interact directly with clients and present investment decisions and market views.
• Analyze performance and compliance of portfolios against benchmarks.

Kenntnisse

Portfolio management

Investment management

Financial markets knowledge

Proficient in Bloomberg

Strong teamwork skills

Excellent communication skills

Ausbildung

Degree in Economics, Finance or related fields

Tools

Bloomberg

Morningstar

Advanced Excel

Jobbeschreibung

AlTi Tiedemann Global ("AlTi") is a global Multi Family Office listed on NASDAQ, dedicated to creating opportunity, generating impact and building lasting legacies for some of the world’s most sophisticated and dynamic capital owners.

The firm currently manages or advises on approximately $89 billion in assets and operates through an extensive network of around 450 professionals across three continents. Our activities include supporting clients in building meaningful legacies, generating positive global impact, structuring complex wealth and investing in compelling alternative investment opportunities.

Whether working with individuals, institutions, foundations or multi-generational families, we provide an integrated ecosystem of advisory services, investment solutions and access to differentiated opportunities. We are driven by a constant pursuit of excellence in client service, fostering a corporate culture based on collaboration and an entrepreneurial mindset.

As a growing international organization with offices in 19 major financial centers worldwide, we are looking for talented professionals to join our team.

For more information, please visit www.alti-global.com.

Role Description

We are seeking a Portfolio Manager to join our Multi Family Office team based in Milan.

The selected candidate will play a central role in the construction and management of client portfolios and in providing investment advice, working closely with clients while contributing to the implementation of the Group’s investment strategies.

The role combines portfolio management responsibilities with direct client interaction, ensuring that investment strategies are implemented in line with the Group’s models, frameworks and policies, while at the same time being tailored to the specific needs and profile of each client.

The Portfolio Manager will operate with a high degree of autonomy while collaborating closely with the CEO, the CIO and the Group’s global investment teams based in the United States, the United Kingdom and other international offices.

Key Responsibilities

Investment Management

• Implement investment strategies across discretionary portfolios within the framework of the Group’s guidelines and portfolio models.
• Define strategic and tactical asset allocation and optimize risk/return profiles.
• Generate investment ideas aligned with the Group’s vision and proprietary frameworks, in coordination with the CIO and global investment teams.
• Provide clients with investment advice consistent with Group models and policies.
• Continuously monitor financial markets and relevant investment solutions.
• Conduct manager selection activities.

Portfolio Monitoring and Reporting

• Analyze performance, monitor deviations vs. benchmarks, and ensure mandate compliance.
• Supervise delegated portfolios managed by external managers.
• Prepare periodic reports and ad‑hoc analyses for clients, CEO, CIO and committees.

Client Relationship, Prospect Engagement and Internal Coordination

• Maintain direct and regular interaction with end clients, presenting investment decisions, results and market views through periodic and/or ad hoc meetings.
• Where required, participate in meetings, presentations, webinars and business development initiatives involving prospective clients.
• Prepare presentations and documentation for client and prospect meetings.
• Coordinate with the Head of the MFO and senior specialists from other offices to support client‑ and prospect‑related activities.
• Translate Group macro and thematic guidance into proposals aligned with client objectives, constraints and risk profiles.
• Adopt materials and updates produced by global teams.
• Collaborate with compliance, risk management and operational functions.

Requirements

• Degree in Economics, Finance or related fields.
• At least 6 years of experience in portfolio management, wealth management or asset management.
• Strong knowledge of financial markets and investment instruments; proficient in Bloomberg, Morningstar and advanced Excel.
• Fluent in English with strong teamwork skills and the ability to collaborate effectively in an international professional environment.
• Autonomous, responsible, rigorous and adherent to Group models and policies.
• Excellent relational and communication skills for interactions with private clients, prospects and internal stakeholders.
• Professional certifications (e.g., CFA, CAIA, EFPA) are considered a plus.

What we offer

• Opportunity to work in an international Multi Family Office serving entrepreneurial and institutional clients
• An active role in portfolio management and investment advisory
• An international, collaborative and dynamic professional environment
• Direct interaction with senior professionals and the Group’s global investment teams
• Start date: To be defined, preferably soon
• Full‑time commitment