UMA Portfolio Manager

What you’d do

Manage and execute trade instructions for UMA client accounts, working with Investment Managers and Financial Advisors to implement models and provide portfolio analysis. Full-time role based in New York. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Series 7 and 66 designations or willingness to obtain in 90 days
• Bachelor's in Accounting, Finance, or Business Management or equivalent
• Knowledge of financial securities markets and advisory programs
• Experience with portfolio construction and trade implementation