Asset & Wealth Management, Private Wealth Management, Managed Strategies, Portfolio Manager/Trader, Associate - New York

YOUR IMPACT

The Managed Strategies Team within Asset & Wealth Management (“AWM”) is responsible for all discretionary solutions offerings for PWM clients. The team provides clients with liquid, bespoke, actively managed investment opportunities via separately managed accounts and manages more than $60bn in assets globally.

The team is currently seeking an Analyst to work as a member of the Portfolio Management and Trading team. The role will be aligned with the discretionary option overlay business working closely with the rest of the team to manage and trade option-based strategies. The candidate will also be involved in the ongoing development of the team’s suite of offerings and in technology projects to improve risk management infrastructure as the business scales. Additionally, the candidate will frequently liaise with strat teams, external brokers, compliance, legal, and other stakeholders to appropriately specify requirements for the business on a go-forward basis.