Investment UHNW Multi-Family Office

Investment UHNW Multi-Family Office | NYC

• 2+ years of experience in a related asset management or wealth management (knowledge of the hedge fund industry, general investment principles, and broad asset classes)
• Work closely with senior financial advisors to collectively advise and serve a group of ultra-high-net-worth client families, with responsibility for daily account administration.
• Collaborate with client teams to develop investment policies, including recommending asset allocations, addressing tax and estate considerations, and proposing specific investments vetted by the firm's research group.
• Regularly monitor client portfolios to ensure adherence to target allocations and support cash flow and tax planning purposes.
• Become a subject matter expert on manager evaluation software (eVestment) to best understand processes and workflows.
• Research and analyze potential investment strategies for sophisticated clients in collaboration with members of the research team.
• Undergraduate degree in Economics, Finance, or a related field; graduate degree or CFA a plus.

A prestigious Multi-Family Office in New York City is seeking a Portfolio Manager to focus on investment advisory to UHNW clients. This position requires an ambitious learner and financially savvy individual who will gain meaningful exposure to client advisory. The role serves as a gateway to becoming a full‑fledged financial advisor and offers an exceptional platform for career development within a sophisticated, client‑focused organization.