Forbes Technical Consulting ยท 5 days ago
Portfolio Consultant
United States
Contract
Remote
Senior Level
$100/hr - $140/hr
5+ years expForbes Technical Consulting is seeking a Senior Portfolio Investment Consultant to advise large asset and wealth managers on portfolio optimization and technology integration. The role involves designing centralized portfolio optimization services and leading projects while managing client relationships and mentoring teams.
ConsultingProfessional ServicesStaffing Agency
Hiring Manager
Melissa Bonales
Responsibilities
Design and operationalize centralized portfolio optimization and overlay services for asset/wealth management clients
Support full investment lifecycle projects: asset allocation, rebalancing, client restrictions, risk/tax monitoring
Lead platform selection and integration initiatives (optimization, trading, OMS, custodians, performance systems)
Partner with investment, operations, and technology teams to deliver integrated solutions
Lead projects, manage client relationships, and mentor teams
Qualification
Required
5+ years in portfolio optimization, overlays, investment risk, or personalized portfolios
Deep knowledge of direct indexing, UMA/SMA structures, and tax-aware workflows
Hands-on experience integrating systems across the investment stack
Familiarity with platforms like Axioma, Aladdin Risk, Barra, or Northfield
Ability to serve as trusted advisor to senior stakeholders
Company
Forbes Technical Consulting
Forbes Technical Consulting provides IT staffing for contract, contract-to-hire, and direct-hire openings.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase