Senior Portfolio Management Lead (Wealth Tech and Overlay)

Calculated Hire

New York (NY)

On-site

USD 124,000 - 138,000

Full time

3 days ago

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Benefits offered by this job

6 Paid Holidays

Job summary

Calculated Hire seeks a Senior Portfolio Management Functional Lead with deep expertise in wealth management, brokerage, and portfolio analytics. You will bridge business, technology, and operations to define and deliver portfolio management solutions and overlays within a brokerage context.

The role requires hands-on experience supporting Portfolio Overlay functions, strong analytics, and proven ability to translate business needs into technology solutions, including performance reporting and

Qualifications

Senior-level experience in portfolio management, wealth management, or brokerage.
Direct experience supporting a Portfolio Overlay function within a brokerage or wealth firm.
Experience with portfolio analytics, TWRR, IRR, and performance reporting.
Hands-on work implementing wealth/investment technology platforms.
Ability to translate business requirements into technical specs and user stories.

Responsibilities

Serve as the functional SME for portfolio management, modelling, overlays, and reporting.
Partner with stakeholders to define requirements and deliver portfolio solutions.
Lead functional design and rollout of wealth/investment technology platforms.
Translate complex needs into clear specifications, flows, and tech requirements.
Evaluate solutions for portfolio construction, modelling, and performance measurement.
Support integration, testing, and optimization of portfolio platforms.
Develop business cases and executive-level presentations for leadership.
Identify process and tech improvements to boost efficiency.