Senior Portfolio Manager

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B. Riley Financial

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1997

💸 Finanzen

🏦 Bankwesen

📡 Telekommunikation

💰 €160.000.000 Post-IPO Debt - B. Riley Financial im 2025-02

Finance • Banking • Telecommunications

B. Riley Financial ist eine diversifizierte Holdinggesellschaft, die komplexe, maßgeschneiderte Finanzlösungen für Small-Cap- und Mid-Market-Unternehmen anbietet. Zu den Kernfinanzdienstleistungen gehören Kapitalmärkte, Verkauf und Handel, Research, Merchant Banking, M&A-Beratung, Restrukturierung und Vermögensverwaltung (Brokerage, Investment Management, Versicherung, Steuererklärung). Zusätzlich besitzt das Unternehmen Kommunikationsgeschäfte (traditionelles, mobiles und Cloud-Telefon, Internet-/Daten-, Sicherheits- und E-Mail-Dienste) sowie Einzelhandelsbetriebe (Zubehör für mobile Computer und Einrichtungsgegenstände) und tätigt opportunistische Aktien-, Schulden- und Risikokapitalinvestitionen, um den Aktionärswert zu steigern.

Beschreibung

• Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios • Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives • Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed • Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions • Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors • Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors • Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance • Build strong working relationships with advisors to drive adoption and address portfolio-related questions • Contribute to broader firm strategy on products and services • Translate complex investment concepts into accessible language tailored to advisors and clients • Perform due diligence on ETFs and mutual funds with accompanying documentation and publication • Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape • Identify opportunities to enhance portfolio construction, fund selection processes, and model design

🎯 Anforderungen

• 8+ years of experience in portfolio management or investment management • Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction • Experience with or exposure to alternative investment strategies within a model portfolio context • Excellent written and verbal communication skills, including experience presenting to financial advisors and clients • Self-starter with a proactive mindset and the ability to work independently • Sound investment judgment, high integrity, and discretion with sensitive client and firm information

🏖️ Vorteile

• Competitive salaries • Access to our 401(k) profit sharing retirement plan • Paid holidays • Vacation • Sick leave • Voluntary group medical insurance • Dental insurance • Vision insurance • Company paid life and disability coverage