Portfolio Manager
7 days ago
Corient Private Wealth LLC is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing client investment portfolios, monitoring and reviewing portfolios to identify accounts that require trading action, and executing trades to rebalance accounts outside of target allocation thresholds.
Key Responsibilities:- Manage client investment portfolios to achieve optimal returns and minimize risk
- Monitor and review portfolios to identify accounts that require trading action
- Execute trades to rebalance accounts outside of target allocation thresholds
- Leverage firm technology and resources to efficiently perform job responsibilities
- Maintain account and system settings within trading and reporting software systems
- Provide support and analysis as requested by Wealth Advisors and the firm's investment and compliance teams
- Bachelor's degree from an accredited university, preferably in Finance or Economics
- 4+ years of relevant work experience
- Exceptional analytical skills with advanced knowledge of Microsoft Excel
- Experience with trading operations and protocols, preferably within the asset management industry or at an institutional custodian
- Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies
- Ability to be organized, detail-oriented, and self-motivated, while balancing multiple priorities in a fast-paced environment
- High-quality standards and desire for continued improvement and quality assurance
- Passion for problem-solving, both individually and as part of a team
- Flexible and hybrid work program
- 401(k) plan with employer matching
- Four medical plan options that are generously subsidized by Corient
- Employer-paid dental, vision, and life insurance
- Employer-paid short-term and long-term disability
- Paid maternity and parental leave
- Flexible spending accounts and health savings accounts
- Dependent care FSA
- Commuter and transit FSA
- Corporate discount program - Perkspot
- Training reimbursement
- Paid professional designations
- Giving back to the community - volunteer days
Corient Private Wealth LLC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a safe, healthy, and respectful environment for all employees and expect each of our employees to honor this commitment in their daily responsibilities.
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