Job Description
Note: The job is a remote job and is open to candidates in USA. Lead Advisor is a wealth management consulting and search firm dedicated to delivering customized investment solutions. They are seeking a Portfolio Manager to manage client portfolios, conduct investment research, and collaborate with advisors to provide superior investment solutions.
- Responsibilities
- Execute trades across multiple asset classes with an emphasis on best execution and efficiency
- Monitor market liquidity, trading costs, and risk exposures
- Collaborate with the CIO and investment team to optimize trading strategies
- Continuously assess and manage portfolio risk at the security, sector, and asset-class levels
- Conduct performance attribution analysis and report on key drivers of returns
- Ensure compliance with client mandates, firm policies, and regulatory guidelines
- Manage discretionary client portfolios in alignment with firm strategies and client objectives
- Develop and implement asset allocation strategies across equities, fixed income, and alternative investments
- Monitor and rebalance portfolios based on market conditions, risk parameters, and client needs
- Conduct fundamental and quantitative research on individual securities, funds, and asset classes
- Evaluate and recommend investment opportunities across public and private markets
- Maintain and enhance investment models and portfolio construction methodologies
- Work closely with financial advisors to align investment strategies with client objectives
- Participate in client meetings, articulating portfolio decisions and market perspectives
- Contribute to thought leadership, including investment commentary and presentations
- Skills
- 5+ years of portfolio management, investment research, or related experience
- Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred
- Strong analytical, quantitative, and communication skills
- Experience with Morningstar, Y-Charts, Refinitiv, and trading platforms
- Series 7 and 63 or ability to obtain licensing as required
- MBA or CFA preferred
- Company Overview
- Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent. It was founded in 2020, and is headquartered in Boston, New York, USA, with a workforce of 2-10 employees. Its website is https://lead-advisor.com.
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