Multi-Asset Portfolio Manager

Job Summary

A company is looking for a Multi-Asset Senior Portfolio Manager, Model Team.

Key Responsibilities

• Provide portfolio construction and implementation, manager selection, and asset allocation expertise
• Deliver performance results that meet or exceed client expectations
• Serve as a subject matter expert in multi-asset portfolio construction, providing high-quality recommendations

Required Qualifications

• Bachelor's degree in Finance or Economics; MBA preferred
• CFA designation or actively pursuing CFA
• Series 7 and Series 66 required or attainable
• 5+ years of experience in investment analysis or portfolio management
• Solid knowledge of asset allocation, portfolio construction, and the investment management industry