Senior Multi-Asset Portfolio Strategist for Family Offices
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic investment advice, asset allocation, and governance framing, and helps drive growth across the South/South East region with occasional travel. #J-18808-Ljbffr JPMorgan Chase & Co.
- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...SeniorAssetWork at office
- JPMorgan Chase & Co. in New York is seeking a senior Portfolio Manager for Institutional Investment... ...Advisors to deliver specialized capabilities to top Family Office clients, serving as the primary manager for multi-asset solutions. The role requires deep expertise in...SeniorAssetWork at office
- ...Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private... ...deliver IIS capabilities to our largest Family Office clients. You will design tax-aware investment strategies, lead holistic asset allocation, and help establish robust...SeniorAssetWork at office
- ...managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions we... ...bespoke multi-asset discretionary portfolios to tailored single asset class mandates... ...to in-house investment teams. Our senior investment team averages over 20 years...AssetWork at officeFlexible hours
- ...managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions we... ...bespoke multi-asset discretionary portfolios to tailored single asset class mandates... ...to in-house investment teams. Our senior investment team averages over 20 years...AssetWork at officeFlexible hours
$200k - $250k
...Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY.... ...$25 million of investable assets. This role includes a... ...exceptional client service and portfolio management. You will manage your... ...be physically present in the office when not traveling for...SeniorAssetFull timeWork at officeLocal area- Cohen & Co in New York, NY seeks an experienced tax professional to lead the Family Office Tax team. You will manage complex individual returns, review trusts and estates, and coordinate multi-entity filings for high net worth clients. You’ll guide tax planning, stay current...SeniorWork at office
$125k - $150k
A family-owned and operated commercial real estate investment... ...York City is seeking a Senior Accountant to support the... ...investment firm manages a portfolio of existing commercial real estate across various asset classes—multi-family, office, retail and industrial—as...SeniorAssetFull timeTemporary workWork at office- 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...SeniorAssetWork at office
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...SeniorAsset
- ...advisor to high- and ultra-high-net-worth individuals, seeks a Senior Tax Associate in New York City. The role emphasizes fiduciary... ...individual taxation, and Not-for-Profit filings within a collaborative family office service model. You will prepare and review tax work products,...SeniorWork at office
- Citigroup Inc. is seeking a highly skilled Senior Portfolio Manager for its Multi-AssetClass Solutions team in New York, New York. This role involves daily... ...portfolios and requires over 15 years of multi-asset class portfolio management experience. The successful candidate...SeniorAsset
$257k - $365k
...financing transactions across a broad range of asset classes.Candidate ProfileJD from an ABA-... ...; generous time off and vacation days; family/dependent care leave; 529 College Savings... ..., cover letter indicating preferred office location, and law school transcript for consideration...SeniorAssetWork at office- ...Associates, LLC in Westchester County, NY, is seeking a Portfolio & Investment Associate to join a boutique multi-family office overseeing clients and portfolios. The role... ...analysis, reporting, and research across asset classes, including #J-18808-Ljbffr Daley And Associates...SeniorAssetWork at office
- 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...SeniorAssetWork at office
$174k - $261k
...Whether you’re raising a family, you’re passionate... ...can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”... ...ago as a family office for Capital Group’s... ...$35 billion in assets for a select group... ...class research and portfolio management experience...SeniorAssetFull timeTemporary workWork at officeLocal areaFlexible hours- Neuberger is seeking an Investment Strategist to lead the investment process for the Wealth Advisor Team’s clients by developing comprehensive portfolio solutions, including strategic and tactical asset allocation. The role leverages institutional capabilities and deep...SeniorAsset
- Neuberger Berman’s Wealth Advisor Team seeks an Investment Strategist to lead the investment process for private wealth clients by developing strategic and tactical asset allocation models and customized portfolio solutions. The role leverages the firm’s institutional...SeniorAsset
$300k
...). Client: Globally leading quantitative multi-manager investing firm founded in the early... ...competitor funds. Role: Directly manage portfolio risk. Develop and deploy systematic... ...quantitative strategies across all major asset classes including but not limited to: Equities...SeniorAsset$211.28k - $316.92k
...WealthCompany: CitiThe Portfolio Construction &... ...Chief Investment Office (CIO), dedicated to... ...as a whole.The Senior Portfolio Specialist... ...to conduct bespoke asset allocation,... ...strategies may be multi-asset class or within... ...--------------Job Family Group: Private Client...SeniorAssetFull timeWork at office$90k - $140k
...individuals from more than 1,200 offices in 43 countries.As a... ...of the largest global asset management... ...which manages Fixed Income portfolios for a broad range of clients... ...institutional Global Multi-sector business. The Portfolio... ...employees and their families at every point along...SeniorAssetTemporary workWork at officeWorldwide$77k - $202k
...strategic and operating success. As a Senior Associate you analyze complex... ...- Familiarity with payer back-office technology platforms- Advanced... ...pay, vacation, personal and family sick leave, and more. To view... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$110k - $125k
...8-21-2026 Experience Senior Level Salary $110,000... ...Would Do You would own a portfolio of assets end to end.... ...reporting across a complex multi-entity structure. Layering... ...for you and your family Monday through Thursday... ...ground up multifamily, office, life science,...SeniorAssetWork at officeMonday to FridayMonday to ThursdayFlexible hours- ...energetic and fresh-thinking Senior Influencer Strategist . If you live at the... ...engine behind multi-channel influencer programming... ...the most of every asset. Serve as a primary... ...for your entire family A 401(k) Savings Plan... ...could mean in our office, in our client's office...SeniorAssetContract workSummer workLive inWork at officeLocal areaRemote workFlexible hoursShift work2 days per week
- ...initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in the Chief Analytics Office, you are a significant contributor to your... ...by confidently picking up automation assets and Python scripts created by others, running...SeniorAssetWork at office
- ...President, Solutions Sales Senior Specialist, Services... ...the sub-function/job family. In this role, you’re expected to: Manage a portfolio of Top Tier Local Corporates... ...geographies including multi-product requirements... ...Citigroup, its clients and assets, by driving compliance...SeniorAssetFull timeLocal area
$150k - $250k
.... Shaw Investment Management (DESIM) group’s portfolio strategy team. DESIM develops and manages active equity and multi-asset class investment strategies that complement the... ...matching, wellness reimbursement, family building benefits, and a charitable gift match...Asset- ...CEO - Single Family OfficeWe are representing... ...Single Family Office seeking a CEO to lead... ...global portfolio across public markets... ...overall strategy, asset allocation and investment... ...partnersProfile15+ years of senior leadership... ...experience across multi-asset...AssetWork at office
- Mercer is seeking a Senior Portfolio Manager to join the Office of the CIO, focused on the Insurance segment in the US. You will manage total portfolios... ...liability-driven investment principles across multi-asset classes including fixed income and private markets. The...SeniorAssetWork at office
- ...New York-based single family office is seeking a CEO to act... ...a diversified global portfolio spanning public markets... ...overall strategy, asset allocation and investment... ...Required profile: 15+ years senior leadership experience... ...; experience across multi-asset portfolios;...AssetWork at office
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