18 часов назад
Multi-Asset Portfolio Manager
175 000 - 275 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Multi-Asset Portfolio Manager (Multi-Asset Investing): Co-managing model portfolio solutions across global equities, fixed income, alternative investments, and other diversifying exposures with an accent on strategic and tactical asset allocation, investment selection, and risk oversight. Focus on designing custom models, developing scalable allocation and rebalancing frameworks, and translating market views into client-oriented solutions.
Location: Baltimore, Maryland, United States; hybrid schedule with up to one day per week from home
Base salary: $175,000–$275,000 annually, depending on location, experience, and skills. Discretionary bonus eligibility may apply.
Company
Global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Co-manage multi-asset model portfolios across risk profiles, objectives, tax considerations, and wealth management use cases.
- Formulate strategic and tactical asset allocation decisions across global equities, fixed income, alternative investments, and diversifying exposures.
- Contribute to portfolio design, investment selection, rebalancing, implementation of investment views, and risk oversight.
- Design and manage custom model portfolios aligned with client objectives, constraints, tax considerations, and implementation requirements.
- Develop scalable model construction and rebalancing frameworks in partnership with product and distribution teams.
- Communicate portfolio positioning, market views, investment rationale, and performance drivers through reviews, webinars, presentations, and written materials.
Requirements
- Bachelor’s degree required.
- 10+ years of relevant investment experience focused on multi-asset strategies.
- Advanced degree or credential such as CFA or MBA.
- Strong portfolio management, analytical, communication, and project leadership skills.
- Experience with model portfolio delivery, custom model design, and wealth management implementation.
- FINRA licenses are not required and will not be supported for this role.
Nice to have
- Demonstrated success managing multi-asset portfolios.
- Experience partnering with senior investment professionals and influencing organizational outcomes.
- Commercial understanding of advisor, platform, and end-client needs.
Culture & Benefits
- Hybrid work schedule with flexibility to work from home up to one day per week.
- Annual bonus eligibility and competitive compensation.
- Retirement plan, health and wellness benefits, and online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Inclusive work environment focused on collaboration, diversity, and equal opportunity.
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