Investment Principal - Client CIO & Portfolio Leader
Partners Capital
Partners Capital is seeking an Investment Principal in New York to oversee multi-asset class client portfolios. As the CIO for clients, you will manage the entire investment process, lead client meetings, and mentor junior team members. You should have over 10 years of relevant experience, with a strong understanding of investment markets, and be proficient in Microsoft Office. The role offers competitive compensation and exceptional benefits in a collaborative environment. #J-18808-Ljbffr Partners Capital
$150k - $210k
VC Stack is looking for an Investment Principal to manage client portfolios and lead investment strategies in New York. This role involves designing bespoke portfolios, engaging directly with clients, and mentoring junior team members. Candidates should have over 8 years...PrincipalWork at office- ...A growing technology firm is seeking a Client Relations Manager to advocate for and grow their... ...client relationship management, focusing on investment industry clients. Responsibilities include maintaining client portfolios, understanding business challenges, and collaborating...SuggestedRemote workHome office
$150k - $210k
...001, Partners Capital is a Global Investment Office acting for distinguished endowments... ...constructs customized investment portfolios for its clients tapping into its deep network of... ...Description The Investment Principal on the Client CIO team located in New York will oversee...PrincipalTemporary workWork at officeLocal areaFlexible hoursShift work- A global financial leader in New York is seeking a Senior Portfolio Manager to deliver tailored investment solutions to sophisticated Family Office clients. The ideal candidate will bring over 15 years of experience in investment management, along with a strong background...SuggestedWork at office
- A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth... ...role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes....Suggested
- The Goldman Sachs Group is seeking a Portfolio Manager in New York to oversee multi-asset class portfolios, ensuring alignment with client guidelines and internal policies. The role requires 6-12 years of investment management experience, a Bachelor's degree, and strong...
$180k - $350k
...prominent financial institution in New York, NY, seeks a Senior Investment Manager to lead client engagements and deliver customized multi-asset... ...relevant investment experience and must excel at holistic portfolio management and client communication. Responsibilities include...- ...An AI consulting firm seeks a Client Principal to lead the P&C Insurance sector, focusing on commercial engagement and AI transformation. Responsibilities include maintaining executive relationships, driving business development in the US and European insurance markets...Principal
- A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...
- ...Description As a Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief Investment Office (CIO) - Equity team, you will be a senior leader in a growing, innovative Equity... ...constraints (turnover, costs, liquidity, client guidelines). Proven experience...Full timeWork at office
- ...prominent engineering consultancy, is looking for an Associate Principal Mechanical or Electrical Engineer to join their New York team.... ...strategic role focuses on enhancing market presence, fostering client relationships, and leading business development efforts. The ideal...Principal
- Ares is seeking a **Principal**to serve as **Head of Strategy... ...and Product for** **Client Platforms Technology**... .../Web platforms. This leader will play a central... ...global alternative investment manager offering clients... ..., LP., a wholly owned portfolio company of Ares Capital...PrincipalTemporary workWork experience placementLocal areaFlexible hours
$120k - $150k
A financial services company in New York is seeking a Client Portfolio Manager to join their Global Listed Real Assets team. The ideal candidate will have 3-5 years of experience in client-facing investment roles, strong communication skills, and a Bachelor's degree in...- Goldman Sachs is looking for an experienced investment professional to join their New York Portfolio Management team. The role focuses on managing US and international pension portfolios based on Goldman Sachs' investment philosophy. Candidates must have 6-12 years of...
- ...Sachs Bank AG in New York is seeking a member for their New York Portfolio Management team within Multi-Asset Solutions. Candidates will... ...international pension portfolios, ensuring compliance with investment strategies and regulations. The role focuses on managing various...
- ...Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial advisory...Full time
$195k - $280k
...returns. The successful candidate will have over 10 years of technical tax experience, including leadership in managing teams and client engagements. This role requires proficiency in taxation of partnerships and flow-through entities, with a focus on communication and...Principal$178.3k - $284.7k
...The Enterprise Foundations portfolio spans Zillow’s shared identity... ....## About the roleThe Principal Portfolio Manager, Enterprise... ...and design systems to ensure investments are sequenced intentionally... ...execution. Engineering and platform leaders own technical direction and...PrincipalPermanent employmentLive inWork at officeLocal areaRemote workShift work- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...
$204k - $288k
A leading professional services firm in New York is seeking a Principal to lead valuation consulting engagements and manage a dynamic team... ...or Chartered Financial Analyst. Responsibilities include client interaction, oversight of valuation processes, and team development...Principal- ...Management team. This role involves managing multi-asset class portfolios, leading risk projects, and enhancing trading processes. The ideal candidate will possess a Bachelor's degree, significant investment management experience, and excellent communication skills. A...
- ...New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least 5 years of advisory experience...
- InforCapital, partnership is seeking a Senior Principal to join its Manager Research team... ...in real estate, particularly in portfolio construction and manager due... ...minimum of 15 years in real estate investment. The role encompasses client management, business development, team...Principal
- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
$161.5k - $260k
A leading global financial services firm in New York, is seeking a Vice President for the Equity Portfolio Management team. The ideal candidate will possess 6-10 years of experience in equity markets, portfolio construction, and advanced programming skills in Python. Responsibilities...Full time- A leading accounting firm in Delaware is seeking a Principal Accountant to join its Small Business Advisory team. The ideal candidate will have extensive experience in client relationship management, tax compliance, and mentoring. Responsibilities include developing client...Principal
$193.7k - $262k
...and over 80% of unicorns, choose to launch on AWS. As a Principal Portfolio Growth Manager within AWS, you will be responsible for developing... ...or executive focused on related segments, or as a practice leader or business unit owner - Experience selling to Fortune 100...PrincipalLocal areaWorldwideFlexible hours- CENTRL is seeking a remote Client Relations professional to manage and grow relationships with investment market clients. The ideal candidate will have over 7 years of experience... ...include maintaining a client portfolio, developing account plans, and collaborating...Remote job
$120k - $150k
A global investment firm in New York is looking for a Client Portfolio Manager to enhance their Global Listed Infrastructure capabilities. The role involves creating materials for internal and external stakeholders, translating investment concepts for clients, and collaborating...$125k - $250k
A leading global investment firm is seeking a Vice President to join their Client Portfolio Management team focusing on QIS Liquid Alternatives in New York. The ideal candidate will become a product expert, engage with clients, and contribute to asset growth. Responsibilities...
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