JOB DESCRIPTION

Job #: 6505
Title: Senior Portfolio Manager
Job Location: New York City, New York - United States
Employment Type:
Salary: $195,000.00 - $285,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Senior Portfolio Manager - New York City - 30B+ Investment Management Firm

30+ Billion Fee-Based Investment Management Firm seeks Senior Portfolio Manager/Lead Relationship Manager in New York City to manage a growing book of investment advisory clientele with an emphasis on high touch relationship management and a customized portfolio management experience.

The Firm has a strong entrepreneurial culture and a year over year growth rate approaching 30%, providing an excellent opportunity to make an impact. While this role does not have new business sourcing responsibilities, through the retention of clients and the deepening of internal and external relationships, the Senior Portfolio Strategist will continue to grow and develop the book of business. To that end, our client has aligned the compensation of this role to transition into a highly profitable revenue shareover time.

JOB DESCRIPTION

Work closely with internal and external professionals to provide best in class strategic and tactical investment advice and performance through the design and implementation of investment and asset allocation strategies (1mm-30mm level clientele).

QUALIFICATIONS

  • 12+ years experience in the investment management arena
  • 25%-50% travel throughout the Northeast
  • Requires CFA and Advanced Degree

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