Asset & Wealth Management, Multi Asset Solutions, Lead Portfolio Management Associate - New York
$100000-$170000
ApplyAsset & Wealth Management, Multi Asset Solutions, Lead Portfolio Management Associate - New York
Posted 3 days ago
SENIORITY
Senior
SALARY
$100000-$170000
About the role
- Strategic asset allocation analysis
- Portfolio construction optimization
- Custom liability-hedging portfolio and asset-liability matching analysis
- Investment manager / vehicle review in coordination with dedicated manager research team
- Ad hoc client investment requests
- Support content development involving client and prospect presentation books, Investment Committee reviews, requests for proposals, and other investment-related analyses
- Other required skills/experience:
- Bachelor's degree or equivalent in Mathematics, Economics, Finance, or related quantitative field 4+ years of relevant (institutional investment or pensions) experience
- Experience multi-tasking across internal and external projects in a fast-paced environment
- Detail-oriented and meticulous, with strong quantitative and analytical skills
- Intelligent, creative, with good problem-solving abilities
- Strong understanding of portfolio investment metrics and characteristics (including that of multi-asset and liability-hedging portfolios)A self-starter able to work independently and thrive in a team environment
- Experience presenting to internal and external stakeholders, with excellent verbal and written communication skills
- Expert in Excel and PowerPoint, including creating and reviewing bespoke data analysis and presentations
- Actuarial designation a plusCFA designation or candidacy a plus
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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