UMA Portfolio Manager

Responsibilities: Implement Investment Manager models per client guidelines and program specs Act as a liaison among Investment Managers, advisors, and clients Provide portfolio and account analysis, construction, implementation and daily management Coordinate trade implementation and interface with trading desk Develop solutions and enhancements to drive business efficiencies and growth Handle daily account management per client requests and program specs (e.g., rebalancing) Deliver customized services including cash management, restriction management, and multi-account coordination Support Financial Advisors with information about Investment Managers, vehicle types, and products Assist Advisors, Sales Directors, and Support Desk by communicating program details effectively Trade Execution for Equity SMA portfolios, ETFs, Domestic Mutual Funds, Interval Funds FA/Client Service via single point of contact, client calls, and portfolio reviews

Key requirements: 3 to 5 years of investment experience Knowledge of financial securities markets, advisory programs and products, and regulatory requirements Ability to work as an individual contributor and as part of a team Adaptability to changing environments and multiple priorities Excellent verbal and written communication skills Series 7 and 66 designations (or willingness to obtain within 90 days) Ability to work international trading hours strong communication team player client-focused knowledge of securities markets trade execution processes portfolio management and asset allocation