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Portfolio Manager

L5

page executiveBrooklyn, NYtoday
Overview: As a Portfolio Manager and Investment Specialist, you oversee discretionary structured product portfolios and contribute to analytics-driven wealth solutions. You will balance independent investment decisions with client mandates, while collaborating with product and engineering teams to elevate analytics capabilities. The role sits at the intersection of buy-side portfolio management and fintech-enabled investment solutions, offering a track record-building path as AUM grows. You’ll shape investment processes and support product-focused client advisory.
Responsibilities: Manage discretionary structured product portfolios and execute decisions aligned with objectives Monitor market developments, performance, and risk exposures Collaborate with internal stakeholders to ensure client-aligned investment solutions Advance investment analytics, methodologies, and valuation models Partner with product and engineering teams to integrate structured product expertise into technology solutions Advise clients on best practices for using analytics platform and address complex inquiries Collaborate with sales on pricing discussions and product support
Key requirements: Minimum 3 years of experience in structured investments, structured products, or equity derivatives Background as a structured products structurer, financial engineer, portfolio manager, or similar Strong knowledge of retail structured products, including autocallables and reverse convertibles and associated risks Experience designing, pricing, and developing equity-linked structured product solutions Solid understanding of derivatives valuation, options theory, hedging strategies, and pricing methodologies Ability to thrive in a dynamic, entrepreneurial, high-growth environment analytical mindset collaboration with cross-functional teams client-focus structured investments equity derivatives pricing methodologies
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Brooklyn, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

today

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