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 11 hours ago
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