Leah Yosef International · 4 hours ago
Portfolio Manager
New York, NY
Full-time
Onsite
Senior Level
$175K/yr - $200K/yr
7+ years expLeah Yosef International is an Ultra High Net Worth focused Multi-Family Office seeking a Portfolio Manager to partner with the CIO. The role involves providing investment strategy, analysis, research, and due diligence, with a strong emphasis on Option Strategies and Single Stock names, while maintaining extensive client contact.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Opportunity to lead investment research, analysis, and due diligence processes
Extensive client contact with high net worth and ultra-high net worth individuals and families
Oversee all trading and execute trades for a $1.6B+ High-Net-Woth focused RIA, member of the Investment Committee
Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate
Excellent opportunity for advancement at an RIA with a track record of retaining and promoting top talent
Path towards equity participation
Qualification
Required
7+ years of wealth management related investment management experience with knowledge of options strategies and the ability to form research on individual securities and investment managers
CFA or CAIA
Benefits
Excellent benefits
Path towards equity participation
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase