Job Description

Job Overview

We are seeking a highly skilled and motivated Portfolio Manager to join our dynamic team. The ideal candidate will possess a strong background in financial services, with a focus on investment banking and risk analysis. As a Portfolio Manager, you will be responsible for managing investment portfolios, conducting thorough research, and making informed investment decisions to maximize returns while minimizing risks.

Duties

Develop and implement investment strategies tailored to client objectives and risk tolerance. Conduct comprehensive research and analysis of market trends, economic conditions, and individual securities. Monitor portfolio performance and make adjustments as necessary to align with investment goals. Perform risk analysis to identify potential risks associated with investments and develop strategies to mitigate them. Collaborate with clients to understand their financial goals and provide regular updates on portfolio performance. Stay informed about industry developments, regulatory changes, and emerging market opportunities. Prepare detailed reports and presentations for clients and stakeholders regarding portfolio performance and investment strategies.

Qualifications

Bachelor's degree in Finance, Economics, or a related field; advanced degree or professional certification (CFA, CFP) is preferred. Proven experience in portfolio management or related roles within the financial services industry. Strong mathematical skills with the ability to analyze complex financial data. Proficient in risk analysis techniques and tools used in investment decision-making. Excellent research skills with a keen eye for detail in evaluating investment opportunities. Strong communication skills, both written and verbal, with the ability to convey complex information clearly to clients. Ability to work independently as well as collaboratively within a team environment.
Join us in shaping the future of investment management by applying your expertise as a Portfolio Manager.

Job Type: Full-time

Pay: $85,100.00-$97,043.00 per year

Schedule:

Monday to Friday
Work Location: In person