Vice President, Multi-Asset Portfolio Manager
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Vice President, Multi-Asset Portfolio Manager
About the Role
Greater San Francisco, CA Area (Hybrid)(San Francisco, California)
The Company is seeking a Multi-Asset Portfolio Manager at the Vice President level to join their Multi-Asset Solutions team. The successful candidate will be responsible for developing and executing investment strategies to optimize portfolio performance, managing client portfolios in line with their objectives and risk tolerance, and conducting in-depth portfolio analysis to identify and implement improvements. Collaboration with cross-functional teams, staying updated on market developments, and effectively communicating with stakeholders are also key aspects of the role. Applicants for the Multi-Asset Portfolio Manager position should have a Bachelor's degree in finance, economics, or a related field, with an advanced degree or professional certification such as a CFA being advantageous. A minimum of 10 years' of experience, or over 2 years' of investment experience for those with MBAs or CFAs, is preferred. The role requires strong analytical and strategic thinking skills, excellent communication, and proficiency in market analysis and investment strategy development. The ideal candidate will be adept at integrating investment insights and strategies to enhance the client experience and will be committed to the principles of integrity and client centricity.
Functions:
- Finance
About the Company
Internationally recognized investment services firm
Industry
Financial Services
Type
Public Company (BK)
Age
employees
10,001+
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