Investment Manager
Leah Yosef International
Ultra High Net Worth focused Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investments strategy, thoughtful analysis, research and due diligence with a strong focus on Option Strategies and Single Stock names. Extensive client contact. Highlights Opportunity to lead investment research, analysis, and due diligence processes Extensive client contact with high net worth and ultra-high net worth individuals and families Oversee all trading and execute trades for a $1.6B+ High-Net-Woth focused RIA, member of the Investment Committee Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate Excellent opportunity for advancement at an RIA with a track record of retaining and promoting top talent Range of Pay: 175-200k base, plus bonuses Collegial, forward-thinking culture with excellent benefits Path towards equity participation Requirements 7+ years of wealth management related investment management experience with knowledge of options strategies and the ability to form research on individual securities and investment managers CFA or CAIA Seniority level Mid‑Senior level Employment type Full‑time Job function Business Development, Finance, and Strategy/Planning Industries Financial Services, Investment Management, and Banking #J-18808-Ljbffr
Vacancy posted 2 days ago
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