Leah Yosef International
5B+ AUM RIA, Midtown, NY
Overview Top-tier Wealth Advisor within a 5B+ AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M+ AUM across 25 high net worth and ultra-high net worth households.
Highlights
Construct and monitor custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing
Interacting with the research teams regarding individual equities and fixed income positions
Engage directly with clients to explain portfolio strategies and market views as well as overall wealth management advice
Participate in firm-wide investment committee meetings
Extensive client contact
Compensation package in the $150,000+ range
Requirements
3+ years of experience in investments with exposure to building portfolios from individual stocks and bonds
Excellent written and verbal communication skills
Experience with Advent Suite, Black Diamond, and FactSet a plus
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Business Development, and Accounting/Auditing
Industries
Investment Management, Financial Services, and Banking
#J-18808-Ljbffr
Overview Top-tier Wealth Advisor within a 5B+ AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M+ AUM across 25 high net worth and ultra-high net worth households.
Highlights
Construct and monitor custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing
Interacting with the research teams regarding individual equities and fixed income positions
Engage directly with clients to explain portfolio strategies and market views as well as overall wealth management advice
Participate in firm-wide investment committee meetings
Extensive client contact
Compensation package in the $150,000+ range
Requirements
3+ years of experience in investments with exposure to building portfolios from individual stocks and bonds
Excellent written and verbal communication skills
Experience with Advent Suite, Black Diamond, and FactSet a plus
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Business Development, and Accounting/Auditing
Industries
Investment Management, Financial Services, and Banking
#J-18808-Ljbffr