Portfolio Manager (Finance)

TL;DR

Portfolio Manager (Finance): Managing customized multi-asset class portfolios and funds for US pensions and insurance clients with an accent on strategic and tactical asset allocation. Focus on optimizing investment exposures, managing portfolio risk, and executing trades across diverse asset classes.

Location: New York, NY, United States

Salary: USD 125,000 - 290,000

Company

One of the world's leading asset managers with over $3 trillion in assets under supervision, providing investment and advisory services for institutional and individual clients.

What you will do

• Manage multi-asset class portfolios in accordance with client guidelines, internal policies, and regulatory constraints.
• Execute trades across various asset classes including equities, fixed income, currencies, and alternatives.
• Lead investment and risk projects to enhance trading infrastructure and mitigate operational risks.
• Manage derivative-based overlay strategies to enhance risk management profiles and capture market risk premia.
• Perform detailed portfolio risk analysis and performance attribution reporting for senior management.
• Coordinate complex portfolio events such as new mandate onboarding and portfolio restructurings.

Requirements

• Bachelor's Degree; CFA designation or an advanced degree is preferred.
• 3-6 years of investment management experience with a successful track record.
• Experience in trading and managing risk specifically for insurance or pension portfolios.
• Deep knowledge of asset allocation principles, factor investing, and macroeconomic trends.
• Proficiency in Excel, PowerPoint, and financial data systems (Bloomberg, Reuters).
• Must be based in New York, NY.

Nice to have

• Experience analyzing and investing in fixed income sectors, including investment grade, high yield, and private credit.
• Advanced understanding of duration, spread duration, yield curve dynamics, and risk-adjusted return analysis.
• Ability to translate relative value opportunities into actionable portfolio allocation recommendations.

Culture & Benefits

• Collaborative, team-centric environment within a world-leading financial institution.
• Culture that emphasizes integrity, transparency, and diversity.
• Comprehensive and competitive benefits and wellness offerings for full-time US employees.