Senior Portfolio Manager, UHNW OCIO
711 MS Smith Barney, LLC
Morgan Stanley's Outsourced Chief Investment Office (OCIO) division seeks an experienced investment professional to build and manage portfolios for UHNW and multi-family office clients in New York. You will oversee asset allocation, manager selection, and risk management across multiple asset classes, while educating clients on sophisticated planning techniques. The role requires 6–8 years in wealth management or investment consulting, with strong knowledge of tax, trust, and estate planning, #J-18808-Ljbffr 711 MS Smith Barney, LLC
- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...SeniorWork at office
- ...banking, securities, investment management and wealth management... ...Outsourced Chief Investment Office (“OCIO”) group partners with Morgan... ...to offer full discretion portfolio management services to institutional... ...client portfolios for OCIO’s UHNW and Single Family Office...SuggestedTemporary workWork at officeWorldwide
- ...banking, securities, investment management and wealth management... ...Outsourced Chief Investment Office (“OCIO”) group partners with Morgan... ...to offer full discretion portfolio management services to institutional... ...client portfolios for OCIO’s UHNW and Single Family Office...SuggestedTemporary workWork at officeWorldwide
- 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
- A prominent asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships,...Senior
- Morgan Stanley is seeking a Portfolio Manager to service OCIO Endowment & Foundation clients, building and managing portfolios with focus on asset allocation, risk control and performance reporting. You will engage with clients to draft investment policy statements, provide...
$115k - $205k
...banking, securities, investment management, and wealth management... ...Chief Investment Office, or OCIO, and Morgan Stanley Family Office... ...across all channels to deliver portfolio management solutions to... ...committees, sophisticated clients, or senior internal stakeholders....Temporary workWork at officeWorldwide$175k - $225k
...Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages... ...$6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment... ...strategy serving a diverse client base.As a Senior Portfolio Manager, you will be a key contributor...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$112.2k - $209k
...expertise for all aspects of investment management and administration to ensure compliance.... ...sources to grow business in the assigned portfolio / jurisdiction.Enhances presence in the... .../ jurisdiction.Makes recommendations to senior leaders on strategy and new initiatives,...SeniorFull timeContract workPart timeLocal areaShift work- Citi is looking for a Senior Private Banker for the Indonesia Team to identify and convert prospects into clients while managing relationships across generations. You'll use your extensive... ...), and a track record of working with UHNW clients in the Indonesia market. #J-18...Senior
- ...Michaels & Co. is working on several exciting LONG/SHORT EQUITY PORTFOLIO MANAGER mandates for locations across the globe. All viable PMs (&... .... Please apply directly if interested in learning more! Seniority level Executive Employment type Full-time Job function Finance...SeniorFull timeRemote workRelocation package
$116.9k - $203.6k
...Estate, Facilities, & ConstructionDiscipline: Real Estate Portfolio ManagementCompany: MicrosoftOverviewMicrosoft’s mission... ...every organization on the planet to achieve more. As a Senior Real Estate Portfolio Manager for the New York, New Jersey, and Greater Boston...SeniorOngoing contractLocal area3 days per week- ...ERIEBANK is seeking a seasoned professional to manage an assigned commercial loan portfolio and support the commercial services needs of business customers. You will verify financial statements, monitor covenants, and prepare annual reviews and loan modifications. Join...Senior
- Ethic, a New York-based investment firm, is hiring a Sr. Associate Portfolio Manager in New York, NY. This in-office role requires you to own the end-to-end portfolio process, from construction and analysis to trade execution, delivering precise and seamless client experiences...SeniorWork at office
- Ethic, a New York City‑based investment firm, is seeking a Sr. Associate Portfolio Manager to own the end-to-end portfolio process for clients, from construction and analysis to trade execution. You will collaborate with multiple internal teams, applying quantitative investing...SeniorWork at office3 days per week
$290k
The Goldman Sachs Group is seeking a portfolio manager with expertise in Agency MBS to lead investment decisions within their fixed income team in New York. This role requires at least 5 years of experience, strong leadership skills, and a deep understanding of Agency MBS...Senior- Everest Global Services, Inc. seeks a Vice President and Portfolio Manager, Investments (Fixed Income) to lead active management of an investment... ...constraints. The role collaborates with the CIO and senior investment team to optimize performance and reporting. The position...Senior
- Provident Bank is seeking an experienced CRE Portfolio Manager in New Jersey to support multiple lenders, monitor maturities, covenant compliance, and financial performance of CRE loans, including construction and permanent mortgages. You will prepare reviews, extensions...SeniorPermanent employment
$200k - $250k
Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10-...Senior$148.5k - $174.7k
...Institutional Client Group (ICG) Relationship Managers to manage Commercial and Corporate... ...corporations. Grows revenue as directed by senior management through the successful... ...credit exposure, managing an assigned credit portfolio, assessing and mitigating credit risk,...SeniorFull timeWork experience placementLocal area3 days per week$200k - $250k
Silvercrest Asset Management Group LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-adjusted returns for high-net-worth clients. Candidates should have 10-1...Senior- Everest Group, Ltd. seeks a Vice President and Portfolio Manager, Investments (Fixed Income) to lead active management of the investment‑grade portfolio, generating net investment income within risk and guideline constraints. The role reports to the SVP and collaborates...SeniorWork at officeRemote work
- Russell Tobin is seeking a senior professional to manage and monitor a commercial real estate loan portfolio in New York. You will oversee loan reporting requirements, risk management, financial analysis, covenant testing, and regulatory reporting to ensure portfolio performance...Senior
$250k - $290k
...operational efficiency, and business value across the organization.The Portfolio Manager serves as a strategic partner across the portfolio, working... ...Strategist, Platform Leader, Technical Product Leader, or senior consulting technology professional; including leadership in...SeniorWork experience placementSummer holidayWork at officeFlexible hours- A leading hedge fund in New York is seeking a Quantitative Portfolio Manager to develop and manage systematic trading strategies. Candidates must have proven experience generating significant annual PnL and strong quantitative and programming skills in equities, commodities...Senior
- ...experienced investment professional for our North American team managing our broad equity exposure in the US and Canada. This is a rare... ...excess return relative to our benchmark through systematic portfolio management of our North American equity portfolio. Apply data-...SeniorShift work
- PIMCO is seeking a Senior Vice President, Portfolio Manager to lead sourcing, underwriting and managing private credit investments across specialty finance sectors. You will work with senior investment professionals and cross-functional teams to build diversified portfolios...Senior
- Madison-Davis, LLC, a growing commercial banking institution in New York, seeks an Assistant Vice President - Underwriter & Portfolio Manager to join its Credit Risk team in a hybrid role. The role focuses on underwriting new lending transactions, managing a portfolio of...Senior
- Nomura Holdings, Inc. seeks an experienced portfolio risk manager to develop a comprehensive view of the firm's portfolio. With 8+ years in risk... ...to optimize portfolio performance and present findings to senior management. The role demands strong experience in both loans...Senior
$145k - $185k
...cash flow, real estate and asset based senior debt for entertainment, gaming, communications... .... Responsibilities & Qualifications Portfolio Strategy - Develops and implement TMT... ...with high-net-worth clients. Portfolio Management - Oversees selection and trading of securities...SeniorWork at office
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