Remote Private Wealth Portfolio Manager

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. Apply To this Job Company : Lead Advisor Salary : 130K145K a year .