Senior Portfolio Manager
Leah Yosef International, New York, NY, United States
Ultra High Net Worth focused Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investments 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-Woth 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: 175-200k 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 form research on individual securities and investment managers