Multi-Asset Portfolio Manager

Job description

Position Title Multi-Asset Portfolio Manager Location: New York, NY 10018 Job Summary: The Multi-Asset Portfolio Manager will lead the design, implementation, and oversight of customized investment strategies for HNW and UHNW clients. This role has deep expertise across asset classes, a strong understanding of global markets, and a proven ability to deliver tailored portfolio solutions that align with complex client objectives. Job Responsibilities: - Develop and manage multi-asset portfolios incorporating equities, fixed income, alternatives, and structured products. - Serve as a trusted advisor to HNW and UHNW clients, understanding their unique financial goals, risk tolerance, and liquidity needs. - Conduct macroeconomic and asset class research to inform strategic and tactical asset allocation decisions. - Monitor portfolio risk exposures and implement strategies to mitigate downside risk while optimizing returns. - Partner with internal teams including Financial Advisors, Product Specialists, and Private Bankers to deliver holistic investment solutions. - Provide clear, insightful performance reporting and market commentary to clients and stakeholders. - Uses independent judge...