Asset & Wealth Management, MAS, Third Party Wealth, Retail Models, Vice President - New York

Core Responsibilities

• Manage multi-asset class portfolios in line with client guidelines, internal investment policies, and regulatory constraints.
• Exercise leadership qualities and judgment, with expectation of being able to perform key portfolio management responsibilities within a few months after joining.
• Structure and implement trades to facilitate portfolio activity across asset classes and product types (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds).
• Lead creation of a systematic portfolio management process to implement strategic and tactical investment views with customization and scale across the entire models business.
• Analyze and determine optimal instruments based on portfolio-specific, regulatory, and market considerations.
• Engage with Engineering teams to design and enhance one-to-many portfolio trading algorithms, systems and infrastructure for a systematic investment process, including technical design specifications and testing.
• Design and maintain quantitative investment and risk analytics, leveraging Python and related tools to enhance portfolio construction, implementation, risk oversight, performance attribution and implementation capabilities.
• Review new portfolio designs and investment strategies for client suitability, implementation feasibility, and ongoing management, and provide portfolio management reviews and sign-offs for new business and investment opportunities.
• Serve as the investment-side oversight lead for complex portfolio events, including onboarding new client mandates and executing portfolio restructurings, requiring coordination across internal investment teams, sales, external stakeholders, and model platforms.
• Contribute to thought leadership, highlighting our strategies' effectiveness across different client contexts.
• Lead and oversee projects aimed at enhancing trading and risk management processes, infrastructure, and analytics to strengthen portfolio oversight and mitigate operational and trading risks.

Basic Qualifications

• 6-10 years of investment management experience, with successful track record of employing qualities and functional abilities referenced above
• Undergraduate and/or graduate degree in mathematics, computer science, financial engineering, or other STEM-related background
• Computer programming experience with a focus on portfolio implementation (e.g., Python, MATLAB, R, etc.)
• Proven leadership and project management skills; experience working in global, cross-regional, cross-functional team
• Detail-oriented and highly organized, with the ability to manage multiple priorities effectively in a fast-paced environment
• Self-starter with the ability to work independently while collaborating effectively in a team-oriented environment
• Strong interest in financial markets and investing, with intermediate or advanced knowledge of asset allocation principles and factor-based investing approaches
• Consistently positive attitude and strong work ethic, with a willingness to contribute in a collaborative, team-centric culture
• Advanced problem-solving skills and robust financial instrument knowledge, with the ability to think critically and creatively when evaluating investment and portfolio-related challenges
• Exceptional attention to detail, commercial instinct, economic intuition, including experience with analyzing risk or managing various investment strategies
• Risk management and control orientation, with attention to investment and operational risks
• Excellent written and verbal communication skills, with the ability to clearly articulate investment strategies, portfolio positioning, and risk considerations to audiences of varying sophistication
• High degree of proficiency in Excel and PowerPoint; experience with Bloomberg, Reuters, or other financial data systems preferred
• Advanced degree or CFA designation preferred