The Portfolio Manager will design multi-asset class strategies, manage portfolios, automate processes, collaborate with teams, and drive innovation in wealth management.
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
We're seeking an experienced Portfolio Manager to serve as a versatile professional across our investment platform. This role will assist in building products across all asset classes, with a particular focus on developing and managing multi-asset class portfolio strategies. The ideal candidate will bring strong technical skills, fixed income experience, and the ability to design processes that can be automated.
Your Impact- Design and implement multi-asset class portfolio strategies, including maintenance, reallocation, and collateral management
- Work across various asset classes including alternatives, active strategies, model portfolios, and fixed income
- Create regular commentary and maintain inputs for fact sheets and other investment strategy collateral
- Build systematic portfolio management processes that can be automated at the individual asset class level
- Collaborate with product and engineering teams to build solutions for accessing data and running algorithms
- Partner with internal teams to articulate investment approaches and portfolio decisions
- Drive innovation with a strong sense of ownership and proactive communication
- 10-15 years of experience at a mid-sized, systematically-oriented asset management firm
- Strong fixed income experience, with broader multi-asset class portfolio management capabilities
- Robust technical skill set, including Python coding for building products, data access, and algorithm implementation
- Experience designing upstream processes that can be successfully automated
- Strong internal communication skills and ability to drive projects forward with ownership
- Deep expertise in portfolio construction, risk management, and quantitative methods
- Experience with portfolio analytics tools
- Bachelor's degree required; advanced degree in relevant field preferred
- CFA designation preferred
- Experience with alternatives and active strategies
- Background in Fixed Income and cross-asset class portfolio solutions
- Experience launching and scaling new investment strategies
- Track record of building automated investment systems
- Expertise in data access and management
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Top Skills
Portfolio Analytics Tools
Python
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