Portfolio Manager

Position:

Portfolio Manager

New York, United States

Mid‑Senior level

Full‑time

Finance and Sales

Lazard is one of the world’s preeminent financial advisory and asset management firms. We provide continuous knowledge sharing, skill development and relationship building in a collaborative community of just over 3,000 professionals.

• Asset Allocation:
  Help develop, implement, and manage strategic and tactical asset allocation models aligned with client goals and risk tolerances; continuously analyze macroeconomic and market data to adjust strategies.
• Risk Management:
  
  Establish and monitor risk management processes to mitigate potential losses; employ quantitative and qualitative analysis to assess risk‑adjusted returns and maintain portfolio resilience against market volatility.
• Client Engagement:
  Collaborate with sales partners and clients to understand objectives, present investment solutions and articulate performance outcomes.
• Research and Market Insights:
  Stay abreast of economic trends, regulatory changes and emerging investment opportunities; leverage data and research to inform investment strategies and decision‑making.
• Team
  
  Collaboration:
  
  Work with investment professionals across the firm to share insights and leverage collective expertise to enhance portfolio construction and management practices.

• Demonstrated experience investing with emphasis on asset allocation and quantitative portfolio construction.
• Highly dynamic EQ/IQ and ability to shift gears and perspective; think like an investor, entrepreneur, salesperson, or quant as needed.
• CFA, FRM, MBA preferred.
• Minimum 5‑10 years of experience in portfolio management, focused on asset allocation and multi‑asset strategies.
• Extensive experience with portfolio construction methods and optimizers.
• Strong analytical skills with proficiency in analyzing investment strategies, performance and risk assessment.
• In‑depth knowledge of global financial markets, investment products, asset classes, financial instruments, derivatives, hedges, etc.
• Exceptional communication and presentation skills, with ability to convey complex ideas simply and adjust to audience.
• Demonstrated ability to work collaboratively in a fast‑paced, team‑oriented environment.
• Proficiency in financial software and tools such as Bloomberg.
• Programming skills (R/Python/SQL) a strong plus.

Base salary range approximately $200,000–$250,000 USD, plus comprehensive benefits and potential incentive compensation. Lazard provides a highly individualized employee experience to balance career, family and community commitments.

Lazard is committed to building a workforce that represents a wide array of backgrounds, experiences and perspectives, empowering us to challenge conventional wisdom and make better decisions.

Apply! We’ll get in touch on the next steps.