Portfolio Manager
$150kLeah Yosef International
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 #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in New York, NY vacancy
$135.6k - $300k
...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...SuggestedFull timeWork at officeFlexible hoursDay shift$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking...SuggestedFull timeLocal areaFlexible hours$150k - $200k
...roadmap to future success, so we need people who can help us build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategiesJob Responsibilities (include, but not limited to the following)Develop...SuggestedCasual workFlexible hours$150k - $250k
Vacancy detailQuantitative Portfolio Manager$150,000-250,000 USDFormulaic BonusOnsite WORKINGLocation: New York, New York - United States Type: PermanentAnson McCade have partnered with an established Multi-Strategy Hedge Fund which is seeking Portfolio Managers to set...SuggestedFull time- ...range of market anomalies, fueled by our unparalleled access to a wide range of publicly available data sources.ROLEDynamically managing portfolio risk by evaluating historical and real-time strategy performance.Overseeing automated trade execution and monitoring...Suggested
- ...in the heart of Washington, DC. We specialize in construction management, program and project planning, project management, program management... ...for people in underrepresented communities. The Portfolio Manager will work in the Engineering Project Delivery Division...Temporary workWork at office
CUBE ROOT Corporation
New York, NY1 day ago $115k - $140k
...Portfolio Manager New York, NY The Role The Portfolio Manager is responsible for monitoring and assessing the credit risk of the banks commercial loan portfolio. This individual will focus on detailed financial statement analysis, industry assessment, collateral...Work at officePiermont Bank
New York, NY2 days ago- ...Portfolio Manager Our client deploys systematic, computer-driven trading strategies across multiple liquid asset classes, including equities, futures, and foreign exchange. The core of their effort is rigorous research into a wide range of market anomalies, fueled by...
The Resource Collaborative
New York, NY2 days ago - ...Portfolio Manager of Residential Operations Reporting to the Asset Director, the Portfolio Manager of Residential Operations is expected to execute Columbia Residential's capital and non-capital financial strategies to achieve positive net operating income while improving...For contractorsWork at officeLocal area
Columbia University
New York, NY1 day ago - ...Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family... ...and rigorous proprietary research. Job Objective: The portfolio manager will create and manage investment portfolios for our...Work at office
Silvercrest Asset Management Group
New York, NY1 day ago $105k
...Overview Freestone Property Group is a technology-first property management company dedicated to streamlining operations and enhancing... ...manager with over $2 billion in assets under management (AUM) and a portfolio encompassing more than 2,000 multifamily units across New York...Contract workFor contractorsWork at officeLocal areaRemote work1 day per weekFreestone Property Group
New York, NY5 days ago$150k - $170k
...leading community-scale, clean energy developer with a growing portfolio of projects across multiple technologies. NineDot Energy is... ...clean energy by 2040. With the backing of Manulife Investment Management and The Carlyle Group, NineDot is expanding its core battery energy...Local areaNineDot Energy
New York, NY2 days ago- ...Columbia University is seeking a Portfolio Manager of Residential Operations to execute financial strategies across Columbia Residential’s portfolio, aiming to improve net operating income, asset value, and resident satisfaction. The role requires on-site leadership, building...
Columbia University
New York, NY2 days ago - ...Job Type: Full-time Salary Range: 110k SUMMARY We are looking for a candidate who will be responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage....Full timeShift work
The Windsor Consulting
New York, NY4 days ago $165k - $215k
...to absolute integrity. East West Bank gives people the confidence to reach further. East West Bank is seeking a Sports Finance Portfolio Manager (PM). The PM will be responsible for proactively managing a portfolio of sports clients including leagues teams, stadium/arena...East West Bank
New York, NY5 days ago$175k
# Associate Portfolio Manager ProgramCaxton AssociatesAssociateHedge FundsFinancial ServicesFull-timeLocationNew York, United StatesCompensation$175,000 base + formulaic percentage of trading profitabilityDate PostedJune 5, 2026RegionNew YorkStay ahead of the marketGet...InforCapital, partnership
New York, NY5 days ago- ...winners. Responsibilities Analyze financial statements and investment proposals for viability. Utilize CRM tools to track and manage investment pipelines. Conduct market research to identify potential investment opportunities. Monitor and evaluate the...Full timeContract workPart timeInternshipRemote work
TEEMA Solutions Group
New York, NY9 hours ago $112.5k - $165k
...work that they do. ABOUT THE POSITION The Exceptional Educators portfolio within the Foundation focuses on increasing the retention of... ...full potential. The Foundation is seeking a full-time Portfolio Manager to lead the Exceptional Educators portfolio. Reporting to the Associate...Full timeOverdeck Family Foundation
New York, NY2 days ago- ...J.P. Morgan is seeking a candidate for the Freedom product team to manage customer engagement programs. This role involves leveraging data analysis and customer insights to develop engagement strategies. Responsibilities include monitoring program performance, driving...
J.P. Morgan
New York, NY5 days ago - ...A financial services company in New York is seeking an Assistant Portfolio Manager to support senior portfolio managers with client portfolios and investment strategies. This role involves market analysis, performance tracking, risk management, and client communications...
TEEMA Solutions Group
New York, NY5 days ago - A dynamic financial consultancy in New York is seeking individuals with a passion for learning and growth. The role involves analyzing financial statements, conducting market research, and developing relationships with investors. Candidates should have proven experience...Remote workFlexible hours
TEEMA Solutions Group
New York, NY5 days ago $164k - $246k
## Portfolio ManagerApplyremote type: Hybridlocations: Tampa: Washington D.C.: New Yorktime type: Full timeposted on: Posted Yesterdayjob... ...Firm’s systems and people.**Position Summary** The Portfolio Manager is a senior leadership role within the Technology PMO, responsible...Contract workWhite & Case
New York, NY3 days ago$77k - $110k
...of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience. POSITION SUMMARY: The Portfolio Manager II – SBL supports Bank’s goal of enhancing and increasing the efficiency of the sales force by way of processing & underwriting...Work at officeLocal areaFlexible hoursProvident Bank
New York, NY4 days ago- ...wines & spirits companies in the U.S. with a globally recognized portfolio of leading lifestyle beverage brands. Successful candidates... ...team in all designated markets to generate placements Proactively manage at least 100 key accounts, including weekly visits Frequently...Local area
Nombase Education
New York, NY2 days ago - ...A leading global industrial technology company is seeking a Senior Manager of Portfolio Solutions to develop growth strategies and enhance customer relationships. The role requires strong leadership and a deep understanding of market demands. Candidates should have over...
TE Connectivity
New York, NY5 days ago $279.41k
...Portfolio Strategy Manager The Portfolio Strategy Management (PSM) team is dedicated to delivering Capital Group’s investment strategies in clients’ vehicles of choice. The Portfolio Strategy Manager exercises independent investment judgment on behalf of vehicle clients...Temporary workLocal areaFlexible hours111 CRMC Capital Research & Mgmt
New York, NY5 days ago- ...Roche Genentech is seeking an experienced Portfolio Manager to lead the CS CoE Portfolio & Operations team, shaping strategy, roadmaps, and governance. You will drive on-time delivery, unblock issues, and ensure data quality to enable transformative medicines. Based in...Relocation package
Roche
New York, NY5 days ago - ...Job Description The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high... ...tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Associate, you will focus on partnering with research...Full timeWork experience placement
CFA Institute
New York, NY5 days ago - ...Goldschmitt and Associates seeks a Loan Analyst to oversee the Federal Perkins Loan portfolio, lead staff handling borrower account reviews, adjustments, reconciliations, and compliance tasks. The role requires strong analytical skills, deep knowledge of loan accounting...Remote work
Goldschmitt and Associates LLC
New York, NY5 days ago $135k - $220k
...The position requires extensive experience in Credit Analysis, Credit Underwriting, or Management, with specific responsibilities including loan review and monitoring credit portfolios. Ideal candidates should possess a Bachelor's Degree or relevant experience, along...First Citizens Bank
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
Related searches
- funding manager New York, NY
- equity portfolio manager New York, NY
- portfolio property manager New York, NY
- fixed income portfolio manager New York, NY
- portfolio manager New York, NY
- senior portfolio manager New York, NY
- equity fund manager New York, NY
- fund accounting manager New York, NY
- hedge fund manager New York, NY
- hedge fund tax director