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Portfolio Mgr III
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Full-time
- This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
- Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
- Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
- A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
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