Senior Client Portfolio Manager - New York

Only for registered members New York, United States

1 month ago

Default job background

Job summary

We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology,
and hands-on client expertise.

Responsibilities

  • Engage directly with clients/advisors as an ambassador of the SMA platform
  • Interpret portfolio data — exposures, tax trades, drift,
  • risk — and explain in a way clients can act on
  • Run analyses in Python (pull time series,
  • diagnose factor exposures,
  • < li >validate tax trades,/ < li >build quick diagnostic dashboards
    Lorem ipsum dolor sit amet
    , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

    Donec lacinia nisi nec odio ultricies imperdiet.
    Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

    Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
    , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
    Get full access

    Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Portfolio Manager

    Only for registered members

    This is a full-time hybrid role for a Portfolio Manager located in the New York City Metropolitan Area with flexibility for some work from home. · ...

    New York

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    Wealth management consultancy seeking experienced Portfolio Manager for hybrid work environment in New York City. · ...

    New York

    4 days ago

  • Work in company

    Portfolio Manager

    Only for registered members

    MetTel is a global communications solutions provider with the most complete suite of fully managed services that focus on secure connectivity, and network and mobility services. We simplify communications and networking for business and government agencies. · ...

    New York Full time

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    East West Bank gives people the confidence to reach further. · The Project Finance Portfolio Manager (First Vice President) will be responsible for leading underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based ...

    New York $100,000 - $200,000 (USD)

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    The company is looking to hire Portfolio Managers to join their team in Manhattan. Founded in the 2010s, this firm has enjoyed a particularly successful year and is looking to grow quickly. · A negotiable book, typically starting at $XXmm with room to grow as success is proven. · ...

    New York

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    The portfolio manager will create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages. · Demonstrated record of generating and marketing attractive equity portfolio returns for clients. · ...

    New York Full time

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    East West Bank is seeking a Sports Finance Portfolio Manager (PM). The PM will be responsible for proactively managing a portfolio of sports clients including leagues teams, stadium/arena companies and other sports-affiliated entities. · ...

    New York $90,000 - $160,000 (USD)

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the rela ...

    New York $150,000 - $225,000 (USD)

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    Job summary · Soros Capital is seeking an experienced investment professional to lead external manager allocations across public markets. · Lead the sourcing, screening, and evaluation of external investment managers across public markets strategies. · ...

    New York $200,000 - $250,000 (USD)

    6 days ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We're partnered with a leading national commercial real estate finance platform seeking a Multifamily Asset Manager to join its Bridge Portfolio Lending Group. · This team manages a large, fast-moving portfolio of transitional multifamily loans and plays a critical role in monito ...

    New York

    1 month ago

  • Work in company Remote job

    Portfolio Manager

    Only for registered members

    This job description represents a sample Portfolio Manager position commonly found through the Career Launch AI Talent Network. · ...

    New York, NY

    1 week ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We are looking for a candidate who will be responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage. · Assist in managing the overall Banking Americas portfolio. · M ...

    New York

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We are seeking an experienced Portfolio Manager to join our team. The successful candidate will have a strong background in technology and portfolio management, with excellent influencing, negotiation, communication and stakeholder management skills. · ...

    New York

    1 day ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We are hiring Long/Short Equity Portfolio Managers in Healthcare and Consumer for one of our global multi-manager hedge fund clients. · Candidates should have a clear investment framework and risk discipline to articulate a business plan and team build over time. · ...

    New York

    1 week ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We are seeking an exceptional and proven Portfolio Manager to take a leading role in managing a dedicated capital sleeve. · ...

    New York

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    East West Bank is seeking a Sports Finance Portfolio Manager (PM). The PM will be responsible for proactively managing a portfolio of sports clients including leagues teams, stadium/arena companies and other sports-affiliated entities. · ...

    New York

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    Serve as the lead advisor for a sophisticated client base guiding them through complex financial landscapes risk tolerance assessments and long-term planning. · ...

    New York

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We are looking for a Portfolio Manager to manage the full lifecycle for our public equities fund. · This is a senior investment role with full P&L ownership, · requiring deep fundamental analysis capabilities, · conviction-driven capital allocation, · and hands-on execution. The ...

    New York

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    We manage institutional capital by merging cutting-edge AI technology with the expertise of exceptional market professionals.Ucapital Asset Management is expanding its team of Portfolio Managers and Traders. · ...

    New York

    2 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    ++Assist Relationship Manager in underwriting and managing commercial real estate loans. · + · ++++Underwrite and manage commercial real estate loans. · Analyze financial loan write-ups to generate new loans. · Partner with Relationship Manager to act as liaison to Credit Departm ...

    New York $75,000 - $150,000 (USD)

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. · ...

    New York

    1 month ago