Private Wealth Manager

JOB ID: 02480

Our client, a prestigious financial firm, is seeking an experienced Portfolio Manager to work in conjunction with the group’s Research and Transactional Management Team. This position is based in New York, NY. 

About the Job:

  • Manage select portfolios within the domestic practice, adhering to the portfolio strategy, philosophy, and risk guidelines established by the group
  • Assist and lead initiatives in portfolio and risk monitoring processes and modeling infrastructure
  • Provide support to internal investment professionals and other business partners
  • Report to the CIO and add and develop a book of UHNW clients for their Wealth Management Practice
  • Support the portfolio team on a wide range of initiatives around managing investment processes and risk monitoring

Skills & experience required:

  • A minimum 7 years demonstrated portfolio management experience and a developed book of qualified purchaser clients
  • Alternative investments, trading, and/or risk management experience
  • Strong working knowledge of modern techniques relating to financial risk management and statistical process control
  • Demonstrated ability to work effectively in a team-oriented environment and also work independently
  • Collaborative, energized by the open exchange of ideas
  • Responsive to client needs and must have excellent interpersonal skills
  • Series 7 License

Please send resumes to carol@colemancompany.net and reference Job ID: 02480

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