Multi-Asset Portfolio Manager

Flagstar Bank•New York, NY

4d•Onsite

About The Position

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.

Requirements

Undergraduate Degree (4 years or equivalent)
10+ Years in portfolio management, preferably with HNW/UHNW clientele.
Strong understanding of global financial markets and multi-asset investing.
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.

Nice To Haves

Master's Degree (or Postgraduate equivalent)
CFA, CAIA, or MBA preferred.

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.
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.