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Lead Portfolio Manager Jobs (NOW HIRING)

wafna

Portfolio Manager

Santa Fe Springs, CA · On-site

The Portfolio Manager ensures the portfolio is optimized for sales, margin, and brand focus by ... Lead portfolio governance cadence, including monthly SKU reviews and decision tracking * Drive ...

wafna

Portfolio Manager

Santa Fe Springs, CA

The Portfolio Manager ensures the portfolio is optimized for sales, margin, and brand focus by ... Lead portfolio governance cadence, including monthly SKU reviews and decision tracking * Drive ...

wafna

Portfolio Manager

Santa Fe Springs, CA

The Portfolio Manager ensures the portfolio is optimized for sales, margin, and brand focus by ... Lead portfolio governance cadence, including monthly SKU reviews and decision tracking * Drive ...

T Rowe Price

Portfolio Analyst- Equity

Baltimore, MD

The portfolio analyst leverages the time of both the portfolio manager and portfolio specialist, and any other senior or lead portfolio analyst that may be on the team while working to help ensure ...

wafna

Portfolio Manager

Santa Fe Springs, CA

The Portfolio Manager ensures the portfolio is optimized for sales, margin, and brand focus by ... Lead portfolio governance cadence, including monthly SKU reviews and decision tracking * Drive ...

McLane Company

Portfolio Manager

Temple, TX · On-site

They lead with accountability, communicate clearly, and drive results through collaboration ... Join McLane Company as a Portfolio Manager and launch your career with a stable, industry-leading ...

Corning

Portfolio Manager

Corning, NY · On-site

$183K - $252K/yr

Lead the portfolio development, analysis, forecasting, and reporting functions for the PCS ... Manage portfolio workstreams including reporting and analysis tools, work with corporate and ...

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Lead Portfolio Manager information

What is a Lead Portfolio Manager?

A Lead Portfolio Manager is a senior investment professional responsible for overseeing and managing investment portfolios on behalf of clients or organizations. They develop and implement investment strategies, monitor asset performance, and make decisions to optimize returns while managing risk. Lead Portfolio Managers often supervise teams of analysts and junior managers, ensuring that portfolio objectives align with client goals and market conditions. Their expertise and leadership are critical in achieving financial targets and maintaining client trust.

What is the difference between Lead Portfolio Manager vs Portfolio Analyst?

AspectLead Portfolio ManagerPortfolio Analyst
CredentialsTypically requires advanced degrees (MBA, CFA), extensive experience in asset managementOften holds a bachelor's degree, some may pursue CFA or related certifications
Work EnvironmentLeads investment teams, makes strategic decisions, manages portfoliosSupports portfolio managers, conducts research, analyzes data
Employer & Industry UsageUsed in asset management firms, hedge funds, institutional investorsCommon in investment firms, banks, financial advisory companies

The Lead Portfolio Manager oversees investment strategies and manages portfolios, requiring significant experience and credentials. In contrast, the Portfolio Analyst supports these efforts through research and analysis, often with less seniority and fewer certifications. Both roles are integral to investment management but differ in responsibility and scope.

What are the key skills and qualifications needed to thrive as a Lead Portfolio Manager, and why are they important?

To thrive as a Lead Portfolio Manager, you need deep expertise in financial analysis, portfolio construction, and investment strategy, typically supported by a finance-related degree and certifications like CFA or CAIA. Proficiency in portfolio management systems, risk analytics tools, and financial modeling software is essential. Strong leadership, decision-making abilities, and effective communication skills set top performers apart in this role. These skills are crucial to optimizing returns, managing risk, and guiding teams and clients toward their financial objectives.

How does a Lead Portfolio Manager typically collaborate with analysts and other team members to make investment decisions?

A Lead Portfolio Manager works closely with research analysts, junior portfolio managers, and risk management teams to gather insights and assess potential investments. They often lead regular meetings to review market trends, discuss research findings, and evaluate portfolio performance. Collaboration is essential, as the Lead Portfolio Manager synthesizes input from various sources to make informed decisions that align with client objectives and the fund’s strategy. This teamwork ensures a comprehensive approach to risk management and investment selection, fostering both professional growth and strong portfolio results.
What states have the most Lead Portfolio Manager jobs? States with the most job openings for Lead Portfolio Manager jobs include:
Lead Portfolio Manager - Option Strategies

Lead Portfolio Manager - Option Strategies

Focus Financial Partners

Stamford, CT

$115K - $120K/yr

Other

Posted 10 days ago

Job description

Position Summary

NorthCoast Asset Management is looking for a Lead Portfolio Manager - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.  In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.  The candidate will also cross train with the operations group where he/she will reconcile client's portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties.

This position requires a presence in the Stamford office five days a week. 
Primary Responsibilities

  • Building, executing and allocating trades across 7,000+ client accounts
  • Researching and resolving trade and position breaks with executing brokers
  • Reviewing client specific restrictions
  • Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.
  • Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.

Qualifications.

  • Bachelor's degree. 
  • Ability to handwrite 200+ lines of code in Python 
  • A positive attitude and high energy level
  • High attention to detail
  • Ability to multitask in a fast-paced and sometimes stressful environment
  • intermediary + knowledge of Microsoft products especially Excel
  • Proactive communication and follow-up
  • Knowledge of SS&C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.

The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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