Portfolio Manager

Leah Yosef International; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

A prominent investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates should have over 3 years of investment experience and strong communication skills. Competitive compensation package is offered.

Qualifications

• 3+ years of experience in investments building portfolios from individual stocks and bonds.
• Excellent written and verbal communication skills.
• Exposure to client-facing roles.

Responsibilities

• Construct and monitor custom portfolios with a focus on tax efficiency.
• Engage directly with clients to explain portfolio strategies and market views.
• Participate in firm-wide investment committee meetings.

Skills

Portfolio construction

Client interaction

Communication skills

Tools

Advent Suite

Black Diamond

FactSet

Job description

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Business Development, and Accounting/Auditing

Industries

• Investment Management, Financial Services, and Banking