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Techno Functional BA/Portfolio Manager/SME/SME

Alltech Consulting Services, Inc.New York, NY🇺🇸United States

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationNew York, NY, United States

Job description

Required Qualifications

  • Fixed Income portfolio management expertise, particularly across Municipal Bonds (Muni) and Taxable Fixed Income (TFI),
  • Knowledge of SMA portfolio construction and investment workflows.
  • Bachelor s degree in finance, Accounting, Business, or a related discipline. Postgraduate or professional qualification is preferred.
  • Excellent written and verbal communication skills, strong attention to detail
  • Ability to identify optimization opportunities, utilizing automation, AI and data automation is preferred.
  • Minimum 8-10 years of experience is required in capital markets, asset management, and wealth management.

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