[Remote] Private Wealth Portfolio Manager
Note: The job is a remote job and is open to candidates in USA. Lead Advisor is a wealth management consulting and search firm dedicated to delivering customized investment solutions. They are seeking a Portfolio Manager to manage client portfolios, conduct investment research, and collaborate with advisors to provide superior investment solutions.
Responsibilities
ā¢ Execute trades across multiple asset classes with an emphasis on best execution and efficiency
ā¢ Monitor market liquidity, trading costs, and risk exposures
ā¢ Collaborate with the CIO and investment team to optimize trading strategies
ā¢ Continuously assess and manage portfolio risk at the security, sector, and asset-class levels
ā¢ Conduct performance attribution analysis and report on key drivers of returns
ā¢ Ensure compliance with client mandates, firm policies, and regulatory guidelines
ā¢ Manage discretionary client portfolios in alignment with firm strategies and client objectives
ā¢ Develop and implement asset allocation strategies across equities, fixed income, and alternative investments
ā¢ Monitor and rebalance portfolios based on market conditions, risk parameters, and client needs
ā¢ Conduct fundamental and quantitative research on individual securities, funds, and asset classes
ā¢ Evaluate and recommend investment opportunities across public and private markets
ā¢ Maintain and enhance investment models and portfolio construction methodologies
ā¢ Work closely with financial advisors to align investment strategies with client objectives
ā¢ Participate in client meetings, articulating portfolio decisions and market perspectives
ā¢ Contribute to thought leadership, including investment commentary and presentations
Skills
ā¢ 5+ years of portfolio management, investment research, or related experience
ā¢ Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred
ā¢ Strong analytical, quantitative, and communication skills
ā¢ Experience with Morningstar, Y-Charts, Refinitiv, and trading platforms
ā¢ Series 7 and 63 or ability to obtain licensing as required
ā¢ MBA or CFA preferred
Company Overview
ā¢ Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent. It was founded in 2020, and is headquartered in Boston, New York, USA, with a workforce of 2-10 employees. Its website is https://lead-advisor.com.
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Responsibilities
ā¢ Execute trades across multiple asset classes with an emphasis on best execution and efficiency
ā¢ Monitor market liquidity, trading costs, and risk exposures
ā¢ Collaborate with the CIO and investment team to optimize trading strategies
ā¢ Continuously assess and manage portfolio risk at the security, sector, and asset-class levels
ā¢ Conduct performance attribution analysis and report on key drivers of returns
ā¢ Ensure compliance with client mandates, firm policies, and regulatory guidelines
ā¢ Manage discretionary client portfolios in alignment with firm strategies and client objectives
ā¢ Develop and implement asset allocation strategies across equities, fixed income, and alternative investments
ā¢ Monitor and rebalance portfolios based on market conditions, risk parameters, and client needs
ā¢ Conduct fundamental and quantitative research on individual securities, funds, and asset classes
ā¢ Evaluate and recommend investment opportunities across public and private markets
ā¢ Maintain and enhance investment models and portfolio construction methodologies
ā¢ Work closely with financial advisors to align investment strategies with client objectives
ā¢ Participate in client meetings, articulating portfolio decisions and market perspectives
ā¢ Contribute to thought leadership, including investment commentary and presentations
Skills
ā¢ 5+ years of portfolio management, investment research, or related experience
ā¢ Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred
ā¢ Strong analytical, quantitative, and communication skills
ā¢ Experience with Morningstar, Y-Charts, Refinitiv, and trading platforms
ā¢ Series 7 and 63 or ability to obtain licensing as required
ā¢ MBA or CFA preferred
Company Overview
ā¢ Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent. It was founded in 2020, and is headquartered in Boston, New York, USA, with a workforce of 2-10 employees. Its website is https://lead-advisor.com.
Apply tot his job
Apply To this Job
Apply tot his job
Apply To this Job