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Portfolio Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-26
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
5B+ AUM RIA, Midtown, NY
OverviewTop-tier Wealth Advisor within a 5B+ AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M+ AUM across 25 high net worth and ultra-high net worth households.
Highlights- Construct and monitor custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing
- Interacting with the research teams regarding individual equities and fixed income positions
- Engage directly with clients to explain portfolio strategies and market views as well as overall wealth management advice
- Participate in firm-wide investment committee meetings
- Extensive client contact
- Compensation package in the $150,000+ range
- 3+ years of experience in investments with exposure to building portfolios from individual stocks and bonds
- Excellent written and verbal communication skills
- Experience with Advent Suite, Black Diamond, and Fact Set a plus
- Mid-Senior level
- Full-time
- Finance, Business Development, and Accounting/Auditing
- Investment Management, Financial Services, and Banking
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