Senior Portfolio Manager - Leah Yosef International : Job Details

Ultra High Net Worth focused Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investment strategy, thoughtful analysis, research, and due diligence with a strong focus on Option Strategies and Single Stock names. Extensive client contact.

Highlights

• Opportunity to lead investment research, analysis, and due diligence processes
• Extensive client contact with high net worth and ultra-high net worth individuals and families
• Oversee all trading and execute trades for a $1.6B+ High-Net-Worth focused RIA, member of the Investment Committee
• Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate
• Excellent opportunity for advancement at an RIA with a track record of retaining and promoting top talent
• Range of Pay: $175,000-$200,000 base, plus bonuses
• Collegial, forward-thinking culture with excellent benefits
• Path towards equity participation

Requirements

• 7+ years of wealth management-related investment management experience with knowledge of options strategies and the ability to conduct research on individual securities and investment managers
• CFA or CAIA designation

#1783

• Mid-Senior level

• Full-time

• Business Development, Finance, and Strategy/Planning

• Financial Services, Investment Management, and Banking