Senior Investment Architect for UHNW Portfolios
Jobtailor
Deutsche Bank Wealth Management in New York seeks an experienced investment professional to serve as the central client advisor for investment needs. You will lead portfolio construction, asset allocation, and risk oversight for private clients and ultra-high-net-worth individuals. Partner with relationship managers and product specialists to deliver tailored discretionary and advisory mandates, while driving investment thinking and regular client reviews. #J-18808-Ljbffr Jobtailor
- Equi is looking for an experienced Investment Strategist / Investment Director to drive investment strategies for ultra-high-net-worth... ...Vectis, focusing on investment proposals, due diligence, and portfolio construction. The ideal candidate will have 8-12 years in investment...Senior
- Viseai is looking for a Senior Investment Strategist in New York City. You'll lead research initiatives and design innovative portfolio strategies while collaborating with teams across the company. This role is ideal for a highly analytical professional with over 5 years...Senior
- Dormont Manufacturing Co in Georgia is seeking a skilled investment professional to partner with Wealth Advisors in managing Investment... ...$5 million. Candidates should have significant experience in portfolio management and strong communication skills, with a proven track...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- 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...Senior
$120k - $130k
jobr.pro is looking for a Senior Analyst in Portfolio Analytics to join our NYC team and help deliver data analysis that supports innovative technology companies. You'll play a crucial role in enhancing our data infrastructure and will collaborate across teams to drive...Senior- Citigroup Inc. in New York seeks a Senior Portfolio Specialist to translate Citi Wealth CIO investment views into client‑facing portfolio construction recommendations and analytics. You will design bespoke asset allocation strategies, perform in‑depth risk and performance...Senior
- ...Manasquan Bank is seeking a Portfolio Manager in New Jersey to oversee credit administration, monitoring, and risk assessment of a commercial loan portfolio. You will perform financial analysis, prepare credit memoranda, monitor covenants, and maintain risk ratings in...SeniorFull time
- ...as a technical Subject Matter Expert for Eagle STAR, Eagle PACE, and other related modules. This role will emphasize optimizing investment data flows, enhancing system performance, and providing technical leadership within the investment platform ecosystem. The ideal...Senior
- Next Frontier Capital in New York, NY, is seeking a Tax-Smart Portfolio Manager - Associate to manage tax-aware investment strategies. You will be responsible for daily portfolio management while generating tax benefits for clients, and you will partner with various teams...
$80k - $150k
Dormont Manufacturing Co is seeking an experienced investment manager to oversee and manage client portfolios. The ideal candidate will possess at least 10 years of investment management experience and a proven track record of sales success, along with excellent interpersonal...Senior- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate in New York. You will manage tax-aware portfolios, ensuring the alignment of investment objectives with tax benefits. The ideal candidate possesses 2-5 years of relevant experience, strong analytical skills...Senior
$140k - $200k
Franklin Templeton Investments in New York City is looking for a Solutions Portfolio Manager to support the indexed solutions business and manage custom portfolios. This role requires collaboration with various teams to create and execute investment strategies. The ideal...Senior- Citigroup Inc. is seeking a highly skilled Senior Portfolio Manager for its Multi-AssetClass Solutions team in New York, New York. This role... .... The successful candidate will engage in a variety of investment and client-facing activities. The position demands strong communication...Senior
$200k - $250k
...York is seeking an experienced Emerging Markets Sovereign Debt Portfolio Manager to manage hard currency sovereign debt portfolios.... ...income and includes responsibilities in portfolio management, investment research, and risk management. The ideal candidate will have a...Senior- Senior kdb+ Architect (Greenfield Project) We have a rare opportunity for a Senior kdb+ Architect based in New York to lead a greenfield kdb+ platform build for a top-tier Investment Banking client. This role offers true end-to-end ownership, spanning real-time and historical...SeniorWork at office
$150k - $185k
Neuberger Berman is seeking a Portfolio Manager and Trader for their Fixed Income Separately Managed Account Team in New York. This role involves managing and trading taxable US investment grade fixed income SMAs while overseeing various investment mandates. Candidates...Senior- ...New York is looking for an experienced Investment Associate to provide extensive investment... ...clients. You will collaborate closely with senior members of the investment team to... ...market insights, and manage investment portfolios. The ideal candidate will bring 5-8 years...Senior
- A leading global trading and investment firm is seeking an experienced Portfolio Manager specializing in Equity Long/Short strategies. This role involves managing capital allocation, conducting market research, and implementing stringent risk management alongside a collaborative...Senior
- Abracadabra+ is seeking a Senior Analyst in Portfolio Analytics to join a collaborative team in New York. This role involves analyzing and managing investments in the venture and growth sectors. The ideal candidate will have strong analytical skills, experience in investment...SeniorFlexible hours
- JPMorgan Chase & Co. in New York seeks an Investment Analyst to analyze market and portfolio data, build dashboards, and forecast interest income for separately managed accounts. You will perform attribution analysis, communicate findings, and support research and portfolio...SeniorFull time
- A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high... ...This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes....Senior
- Pfizer Belgium in New York is seeking a Senior Director, IM Portfolio Strategy Lead to drive commercial and portfolio strategy across Internal Medicine... ...strategy, influencing across teams, and shaping investment decisions without direct authority. The ideal candidate will...Senior
- ...partnered with a global real estate asset manager to identify a Senior Associate for Portfolio Management. The role focuses on analytics, market... ...time talking points on macro trends, capital markets, and investment strategy, coordinating with multiple global teams to ensure...Senior
$132k - $198k
Dormont Manufacturing Co is looking for a professional to manage natural gas transactions in Texas. The role focuses on enhancing portfolio performance and fostering client relationships through strategic market insights. Qualified candidates will possess a Bachelor’s degree...Senior$175k - $200k
Insight Investment Group is looking for a Portfolio Manager to join its Structured Credit team in New York. The ideal candidate should possess structured finance experience, strong skills in Excel, Intex, and Bloomberg, and a background in mathematics, finance, or economics...Senior- Franklin Templeton Investment Solutions (FTIS) is seeking a Portfolio Manager, Private Markets, to co-manage private markets solutions end-to-end. You will collaborate with internal teams and external managers to drive portfolio construction, asset allocation, and monitoring...Senior
- TD Bank's TD Wealth U.S. Chief Investment Office seeks a Portfolio Manager & Investment Strategist in New York to design and manage multi-asset portfolios... ...and lead investment research. You will partner with senior portfolio managers to implement asset strategies and...SeniorWork at office
$80k - $100k
A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4-5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively...SeniorRemote job- A leading investment advisory firm is seeking a Senior Portfolio Advisory Specialist for a hybrid position in New York, NY. This role involves analyzing client portfolios, supporting portfolio construction, and preparing advisory materials. Candidates should possess a...Senior
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