Position Title
Multi-Asset Portfolio Manager

Location
New York, NY 10018

Job Summary
The Multi-Asset Portfolio Manager will lead the design, implementation, and oversight of customized investment strategies for HNW and UHNW clients. This role has deep expertise across asset classes, a strong understanding of global markets, and a proven ability to deliver tailored portfolio solutions that align with complex client objectives.

Job Responsibilities:

• Develop and manage multi-asset portfolios incorporating equities, fixed income, alternatives, and structured products.
• Serve as a trusted advisor to HNW and UHNW clients, understanding their unique financial goals, risk tolerance, and liquidity needs.
• Conduct macroeconomic and asset class research to inform strategic and tactical asset allocation decisions.
• Monitor portfolio risk exposures and implement strategies to mitigate downside risk while optimizing returns.
• Partner with internal teams including Financial Advisors, Product Specialists, and Private Bankers to deliver holistic investment solutions.
• Provide clear, insightful performance reporting and market commentary to clients and stakeholders.
• Uses independent judgement and discretion to make decisions as part of the Investment Committee.
• Analyzes and resolves problems pertaining to portfolio management.
• May be responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent)

• Minimum experience required: 10+ Years in portfolio management, preferably with HNW/UHNW clientele.
• Strong understanding of global financial markets and multi-asset investing.

Preferred Qualifications:

• Education level preferred: Master's Degree (or Postgraduate equivalent)
• CFA, CAIA, or MBA preferred.

Job Competencies:

• Exceptional communication and interpersonal skills.
• Experience with portfolio analytics tools and investment platforms.
• Demonstrated ability to build and maintain long-term client relationships
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range
$204, 878.25 - $379, 381.00