Private Fund (pvt) is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the Private Fund (pvt) and brands, the firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients.
If you’re interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at Private Fund (pvt) .
Private Fund (pvt)’s Private Banking group provides advice, strategies, and solutions for all aspects of the financial, asset management, and wealth transfer needs of high net worth clients.
The Portfolio Management Group (PMG) is the implementation engine for Private Banking’s discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. The Macro Trading team executes in discretionary portfolios using security level models and a dedicated technology platform.
The Portfolio Manager will have the following responsibilities:
§ Create and maintain security level model portfolios to fit a complex account base
§ Interact with Investors, Portfolio Construction, and Manager Selection to explain the managed platform process including the capabilities and benefits of the Macro Trading platform
§ Work with PMs to onboard more complex accounts to the Macro Trading team
§ Manage the process and communication of asset flows for the entire managed platform
§ Participate in projects to increase efficiencies and capabilities of the Macro Trading platform
· 3+ years work experience in financial services industry
· Proven communication skills
· Analytical mindset and extreme diligence and accuracy
· Strong understanding of investments and ability to communicate that knowledge confidently
· Ability to manage time sensitive processes and take trade execution direction while operating in a fast-moving and demanding environment
· Private Banking experience a plus
· Strong aptitude to identify and minimize investment/business risk