Job Description
Shape the future of portfolio management as a Strategic Portfolio Management Consultant. Elevate governance practices and standard methodologies while mentoring associate portfolio teams in a leading wealth management firm.
This role requires extensive experience in financial services and the ability to manage oversight for both Associate and Portfolio Managers. You will conduct formal reviews, support onboarding processes, and influence practice management strategies to optimize performance and client satisfaction. Engage in continuous improvement of portfolio management systems and practices.
Key Responsibilities:
• Oversee regular performance reviews for APMs and PMs
• Recommend best practices for portfolio governance
• Ensure compliance with Investment Policy Statements
• Conduct training programs for portfolio management
• Collaborate during quarterly Managed Accounts Committee meetings
Requirements:
• Minimum of 10 years in the financial sector
• CFA...
This role requires extensive experience in financial services and the ability to manage oversight for both Associate and Portfolio Managers. You will conduct formal reviews, support onboarding processes, and influence practice management strategies to optimize performance and client satisfaction. Engage in continuous improvement of portfolio management systems and practices.
Key Responsibilities:
• Oversee regular performance reviews for APMs and PMs
• Recommend best practices for portfolio governance
• Ensure compliance with Investment Policy Statements
• Conduct training programs for portfolio management
• Collaborate during quarterly Managed Accounts Committee meetings
Requirements:
• Minimum of 10 years in the financial sector
• CFA...