Portfolio Manager

CFA® Charter holder in good standing Minimum 5 years of portfolio management experience Proven experience with alternative and private investments Excellent written and verbal communication skills Strong analytical and organizational abilities Acute attention to detail Technology-savvy Demonstrated growth mindset and adaptability

Manage portfolios for existing clientele Conduct due diligence on private and alternative investments Analyze prospective client portfolios Build and maintain portfolio models Manage portfolio sleeves Oversee trading operations Supervise staff involved in execution and rebalancing Lead the firm’s Investment Committee Serve as primary investment contact for complex client relationships Monitor performance dispersion and risk characteristics Perform and summarize due diligence reviews Stay current on industry developments Collaborate on new investment technology initiatives Recommend and manage infrastructure enhancements