Portfolio Manager (Global Investments)

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Overview

The role of Portfolio Manager at NextStep is a prominent position that focuses on overseeing global investment strategies for a well-established investment manager based in New York. This organization effectively manages a diversified portfolio that includes public equities, private credit, and alternative assets, catering to institutional and high-net-worth clients across various regions, including North America, Europe, and Asia.

Company Background

NextStep is an innovative platform that leverages AI technology to assist consulting talent in navigating through career transitions. They connect professionals with high-potential opportunities, thereby simplifying the job search process for both job seekers and employers alike.

The client represented by NextStep is an investment management firm recognized for its growth over the past five years. Their rapid expansion has led to the necessity of adding senior portfolio management capacity to handle an increasingly complex array of assets.

Position Details

As a Portfolio Manager, you will be tasked with managing a specified set of client portfolios. Your responsibilities will include ensuring that investment decisions are grounded in rigorous analysis, strategically aligned to the client's investment mandates, and effectively communicated to stakeholders.

Key Responsibilities

• Manage a portfolio of client accounts, taking full accountability for the investment performance against benchmarks and mandates.
• Conduct ongoing market analysis focusing on asset allocation and portfolio positioning, leading to timely and confident investment recommendations.
• Work closely with the research team to leverage their insights into portfolio-level decisions across different asset classes.
• Monitor risk exposures of portfolios, ensuring compliance with guidelines and constraints set by clients.
• Build and maintain strong relationships with key clients through regular reporting, reviews, and updates on investment performance.
• Mentor junior team members, instilling high standards for analytical rigor and investment best practices.
• Contribute to the firm's investment committee discussions and strategic asset allocation reviews, providing a high level of input based on thorough analysis and data.

Required Skills

To be successful in this role, candidates should possess the following qualifications:

• A minimum of 7 years of experience in portfolio management, investment strategy, or asset management. Backgrounds in consulting, investment banking, or related strategy functions are highly valued.
• Strong investment knowledge across multiple asset classes, with the capability to articulate and defend a coherent portfolio view to both internal teams and clients.
• Exceptional quantitative and analytical skills, demonstrating the ability to create and stress-test complex models independently.
• CFA designation or equivalent progress is preferred, reflecting ongoing professional development.
• Outstanding communication skills, capable of distilling intricate investment concepts into understandable terms for stakeholders.
• A solid track record in managing competing priorities and delivering high-quality outcomes against tight deadlines.
• High professional integrity and attention to detail, vital for maintaining the firm’s reputation and client trust.

Compensation and Benefits

The compensation package for this role includes:

• A base salary ranging from $165,000 to $200,000, dependent on experience and specific scope of the role.
• An annual performance bonus that is reflective of individual contributions and portfolio outcomes.
• Comprehensive benefits package including health insurance, dental coverage, a 401(k) retirement plan, and paid time off (PTO). These benefits are part of a competitive offer, ensuring that employees are well-supported in their work and personal lives.

Application Process

Interested candidates are encouraged to apply for this position by creating a profile on NextStep’s website, getnextstep.com. Once you complete your profile, the platform’s matching system will evaluate your suitability for this role based on your background. Notably, applications do not require a cover letter, simplifying the application procedure for prospective applicants. All applications will be handled confidentially.

Conclusion

This role is an excellent opportunity for skilled investment professionals looking to take the next step in their careers. With its competitive salary, comprehensive benefits, and a focus on professional development, the Portfolio Manager position with NextStep offers a dynamic environment where you can leverage your portfolio management skills and contribute to the firm’s continued growth and success.

This job offer was originally published on himalayas.app