UMA Portfolio Manager

What you’d do

Implement Investment Manager models for the UMA program based on client guidelines, coordinate trade implementation with the trading desk, and act as liaison between Investment Managers, advisors, and clients. Full time in New York. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• Bachelor's in Accounting, Finance, or Business Management
• 3 to 5 years of investment experience
• Knowledge of financial securities markets and advisory programs
• Knowledge of legal and regulatory requirements