Senior Multi-Asset Portfolio Architect for Family Offices
JPMorganChase
J.P. Morgan Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our largest Family Office clients. You will design tax-aware investment strategies, lead holistic asset allocation, and help establish robust governance and policy frameworks for long-term wealth management. The role emphasizes delivering holistic advice, designing complex investment solutions, and communicating effectively with #J-18808-Ljbffr JPMorganChase
- 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. is seeking a senior Family Office Multi-Asset Portfolio Manager in New York. The role partners with U.S. Private Bank Advisors to deliver bespoke, tax-aware investment solutions and sophisticated asset allocation for large Family Office clients. Deep...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
- ...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
- JPMorgan Chase & Co. is seeking a senior Portfolio Manager within Institutional Investment Solutions to lead multi-asset strategies for Family Office clients in New York. The role emphasizes holistic asset allocation, tailored investment solutions, and close collaboration...SeniorAssetWork at office
$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$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$300k - $405k
...Dalio Family Office is hiring a VP of Portfolio Analytics & Reporting in New York to build and... ...the Board, Trustees, and senior leadership. Combines deep... ...performance reporting across asset classes; accuracy,... ...and automated pipelines; multi-custodian data environments...AssetWork at office- ...Our client, a leading institutional investment platform, is seeking a Senior Associate Quant to join its Multi-Asset Group. This team constructs bespoke, multi-asset portfolios for institutional clients spanning private equity, private credit, credit, real estate, infrastructure...SeniorAssetFull time
- ...Investment Solutions (IIS) team seeks a senior investment professional to partner with... ...Advisors to deliver customized, tax-aware multi-asset strategies to large institutional... ...role emphasizes holistic asset allocation, portfolio construction, investment governance, and...SeniorAsset
$270k - $400k
...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- JPMorgan Chase & Co. in New York is seeking a highly capable Equity Portfolio Manager to join the Dynamic Multi-Asset Strategy (DMAS) team. You will help identify high-conviction opportunities, translate insights into portfolio positions, and work closely with other portfolio...SeniorAsset
$222.5k - $261.9k
...West Monroe is seeking a Senior Architect to lead the technical... ...for the firm's Asset Suite. This role is responsible... ...for evolving our portfolio of proprietary software... ...one of our West Monroe offices (see table below).... ....Employees (and their families) are covered by medical...SeniorAssetLocal areaImmediate startFlexible hours- ...innovative strategies to help families and individuals... ...Technology Services/Office of Technology... ...Specialist, to function as Senior Business Architect, who will: - Oversee... ...Applications portfolio from start to end to... ...efficient use of Agency assets and resources. Hours...SeniorAssetFull timeWork at officeLocal areaMonday to FridayShift work
$155k - $170k
...worth individuals and families, family offices, endowments,... ...to optimize clients’ portfolios while mitigating the... ...dynamic firm that spans asset management, wealth management... ...is hiring a Senior Trust Settlement Officer... ...skillsAbilitytomanagecomplex,multi-...SeniorAssetWork at officeLocal area- Dynamic Family Office with a Portfolio of Companies Across distribution, grocery, retail and real estate... ...role working with retail, industrial assets, distribution, manufacturing with strong... ...ability to interact with associates, senior leaders and external parties....AssetWork at office
$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$350k - $400k
...client, a rapidly expanding hedge fund, is looking to hire a Senior Compliance Officer into it's New York office. They are capitalising on... ...compliance experience, ideally with coverage across a variety of asset classes. A JD is a plus, but not required. My client...SeniorAssetFull timeWork at office$222.5k - $261.9k
...West Monroe is seeking a Senior Architect to lead the technical... ...for the firm's Asset Suite. This roleis responsible... ...forevolving our portfolio of proprietary software... ...one of our West Monroe offices (seetable below). Information... ....Employees (and their families) are covered by...SeniorAssetLocal areaImmediate startFlexible hours- ...Senior Wealth Advisor **Fully Remote - can work from anywhere in the US** We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This is the... ...Direct indexing and tax-aware portfolio construction tools Trading, rebalancing...SeniorWork at officeRemote work
- Nextera Search is seeking a Senior Family Office Accountant in New York to lead day-to-day accounting across multiple entities. The role involves GL work, reconciliations, cash management, and month-end reporting, with collaboration across internal teams and external advisors...SeniorWork at office
- ...serve as the principal's senior financial executive... ...direct oversight of the family office's accounting, treasury... ...deal mechanics, and portfolio-level financial oversight... ..., illiquid-heavy asset base; coordinate capital... ...Management — Oversee multi-entity accounting across...AssetFull timeWork at office
$90k - $125k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...and individuals.MAS Overview:Multi Asset Solutions (MAS) is a... ...-asset and liability-hedging portfolio design and implementation and... ...endowments, foundations, and family offices. Role and Responsibilities:The...AssetFull timeTemporary workPart time- ...VP - Family Office Fund Controller A rapidly growing alternative... ...across multiple asset classes, including... ...partnering closely with senior stakeholders. Key... ...analyses. Produce portfolio performance reports and... ..., family offices, or multi-asset investment platforms...AssetFull timeWork at office
$170k - $300k
...Executive, WealthCompany: CitiRole:The Senior Portfolio Advisor, LATAM will report to the Head... ...partnersDeep knowledge of markets and multi-asset class portfolio constructionIn-depth knowledge... ...-----------------------------------Job Family Group: Private Client Product Services-...SeniorAssetFull time- ...technologies.What You’ll DoAs a Senior Architect for ServiceNow SPM, EA, and... ...of the platform: Strategic Portfolio Management (SPM), Enterprise... ...Management (ITOM), and IT Asset Management (ITAM). You will... ..., our agile teams across 52 offices in 12 countries partner with...SeniorAssetTemporary workLocal areaFlexible hours
$150.8k - $251.3k
...Senior Trust Officer Help Families Preserve, Protect, and Transfer Wealth Across Generations At Wilmington... ...What You'll Do Administer a portfolio of complex trust relationships, including... ...interests and other unique assets. Serve as the primary relationship...SeniorAssetWork at office$100k - $130k
...vision a reality, we have reimagined the family office experience from first principles,... ...strong working knowledge of taxes, portfolio construction, asset classes, investment products, and... ...scratch. Experience handling complex, multi-faceted projects with a high bar for...AssetFull timeWork at office$200k
...looking for a Head of RIA & Family Office Research Distribution... ...are seeking a senior business development professional... ...investment advisors, multi-family offices, single... ...with CIOs, portfolio managers, investment committee... ..., research sales, asset management distribution...AssetFull timeWork at office$115k - $205k
...individuals from more than 1,200 offices in 43 countries.As a market... ...SummaryThe Institutional Portfolio & Risk Analytics team at Morgan... ...Investment Officer (OCIO) and Family Office businesses. As a Vice... ...excels at analytics, understands multi-asset portfolio construction, and...AssetTemporary workWork experience placementWork at officeWorldwide
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