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Federal Reserve Bank of San Francisco

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San Francisco, California

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First Republic

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First Republic

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Federal Reserve Bank of San Francisco

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Federal Reserve Bank of San Francisco

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Direct Federal Credit Union

Needham, Massachusetts

Selby Jennings

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Middlesex Savings Bank

Natick, Massachusetts

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Portfolio Manager, Multi-Asset (Private Bank)
Responsibilities Work closely with global teams to identify investment opportunities to generate multi-assets strategy for the discretionary portfolio management business which includes funds and ETFs Perform due diligence on new investments / investment managers Liaise with external and internal stakeholders to support across other asset classes Ensure investments are done in line with compliance and regulatory requirements Responsibilities Tertiary education with a strong academic track record Minimum 8??years of relevant experience in Portfolio Management within the Private Banking / Asset Management space Deep knowledge of the global investment landscape


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