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Global Investments Portfolio Manager

getnextstepNew York
On-site Full-time $165K/yr - $200K/yr

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Experience Level

Mid to Senior

Qualifications

7+ years of experience in portfolio management, investment strategy, or asset management, ideally with a background in consulting, investment banking, or strategic roles. Strong investment acumen across multiple asset classes, with demonstrated expertise in executing investment strategies effectively.

About the job

About NextStep

NextStep is an innovative AI-driven career platform dedicated to facilitating seamless career transitions for elite consulting professionals. Our cutting-edge matching technology connects consultants with exceptional opportunities, enabling companies to tap into world-class talent. We are currently seeking a skilled Portfolio Manager on behalf of a client within our esteemed partner network located in New York.

About the Company

Our client is a prominent global investment management firm headquartered in New York, boasting a diverse portfolio that includes public equities, private credit, and alternative assets. They manage substantial capital for institutional and high-net-worth clients across North America, Europe, and Asia. With significant growth over the last five years, the firm is expanding its senior portfolio management team to accommodate an increasing business volume and a more intricate asset mix.

The Role

As a Portfolio Manager, you will take ownership of a specific set of client portfolios, ensuring that investment decisions are based on comprehensive analysis, aligned with the mandates, and effectively communicated to all stakeholders. You will collaborate closely with research, risk, and client teams to transform strategies into well-positioned portfolios that deliver results. This position is a hands-on role with substantial accountability, rather than a mere support function.

What You'll Do

  • Oversee a portfolio of client accounts, fully accountable for investment performance in relation to mandates and benchmarks.
  • Continuously analyze market conditions, asset allocation, and portfolio positioning, making swift and confident recommendations.
  • Work in tandem with the research team to convert investment insights into portfolio-level decisions across various asset classes.
  • Assess portfolio risk exposures and collaborate with the risk management team to ensure compliance with guidelines and client constraints.
  • Develop and sustain robust relationships with key clients, contributing to regular reporting, reviews, and investment updates.
  • Guide and nurture junior team members, fostering high standards of analytical rigor and investment processes.
  • Engage in broader investment committee discussions and strategic asset allocation reviews within the firm.

What We're Looking For

  • 7+ years of experience in portfolio management, investment strategy, or asset management, ideally with a background in consulting, investment banking, or strategic roles.
  • Strong investment acumen across multiple asset classes, with demonstrated expertise in executing investment strategies effectively.

About getnextstep

Our client is a distinguished global investment manager based in New York, known for its diversified portfolio that spans public equities, private credit, and alternative assets. The firm has experienced significant growth over the past five years, enhancing its senior portfolio management capabilities to manage a more complex asset mix for institutional and high-net-worth clients globally.

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