Portfolio Manager (Global Investments)

ABOUT NEXTSTEP

NextStep is an AI-powered career platform designed to support top consulting talent through career transitions. Our platform uses smart matching technology to pair consultants with high-potential opportunities, helping companies access world-class talent. On behalf of a client in our partner network, we are looking for a Portfolio Manager in New York.

ABOUT THE COMPANY

Our client is a well-established global investment manager based in New York, with a diversified portfolio spanning public equities, private credit, and alternative assets. They manage capital on behalf of institutional and high-net-worth clients across North America, Europe, and Asia. The firm has grown significantly over the past five years and is adding senior portfolio management capacity to support an expanding book of business and a more complex asset mix.

THE ROLE

As Portfolio Manager, you will be responsible for managing a defined set of client portfolios, ensuring investment decisions are grounded in rigorous analysis, aligned to mandate, and clearly communicated to stakeholders. You will work closely with research, risk, and client teams to translate strategy into positioned portfolios that perform. This is an execution role with real accountability, not a support function.

WHAT YOU'LL DO

• Manage a portfolio of client accounts with full accountability for investment performance against mandate and benchmark.

• Conduct ongoing analysis of market conditions, asset allocation, and portfolio positioning, making and executing recommendations with appropriate speed and conviction.

• Collaborate with the research team to translate investment views into portfolio-level decisions across asset classes.

• Monitor portfolio risk exposures and work with the risk function to ensure compliance with guidelines and client constraints.

• Build and maintain strong relationships with key clients, contributing to regular reporting, reviews, and investment update communications.

• Mentor and develop junior team members, setting high standards for analytical rigour and investment process.

• Contribute to the firm's broader investment committee discussions and strategic asset allocation reviews.

WHAT WE'RE LOOKING FOR

• 7+ years of experience in portfolio management, investment strategy, or asset management, with a background that includes consulting, investment banking, or a strategy function.

• Strong investment acumen across multiple asset classes, with the ability to build and defend a coherent portfolio view.

• Excellent quantitative and analytical skills; comfortable building and stress-testing models independently.

• CFA designation or equivalent progress toward it.

• Clear communicator, able to distil complex investment thinking into accessible language for clients and internal stakeholders.

• Track record of managing competing priorities and delivering high-quality output under pressure.

• High degree of professional integrity and attention to detail.

COMPENSATION & BENEFITS

• Base salary of $165,000 - $200,000, determined based on experience and scope.

• Annual performance bonus reflective of portfolio outcomes and individual contribution.

• Additional benefits, including health, dental, 401(k), and PTO, are included and detailed as part of the full offer package.

HOW TO APPLY

To be considered for this role, please create your profile at getnextstep.com https://getnextstep.com/candidate/landing?utm_medium=job-board&utm_source=job-board. Once your profile is complete, our matching system will evaluate your background against the role criteria and match you with the role if it's a strong fit. No cover letter required.

This role is listed by NextStep on behalf of our client. All applications are handled with confidentiality.