Portfolio Manager
Roles And Responsibilities
- Portfolio Management: Manage and monitor investment portfolios to achieve client-specific objectives, such as capital preservation, income generation, or long-term growth. Implement asset allocation strategies and rebalance portfolios as needed to optimize risk-adjusted returns.
- Investment Strategy Development: Develop and execute investment strategies based on thorough analysis of market trends, economic indicators, and financial performance of individual securities and asset classes. Utilize fundamental and technical analysis to identify investment opportunities and mitigate risks.
- Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and regular portfolio updates to clients, addressing inquiries and concerns promptly.
- Performance Monitoring and Reporting: Monitor portfolio performance against benchmarks and client expectations. Prepare comprehensive performance reports, including attribution analysis and portfolio analytics, to assess investment outcomes and support client meetings.
- Risk Management: Assess and manage portfolio risks through diversification, hedging strategies, and ongoing monitoring of market and credit risks. Implement risk mitigation measures to protect client assets and ensure compliance with regulatory requirements.
- Market Research and Analysis: Conduct in-depth research and analysis on market conditions, industry trends, and macroeconomic factors affecting investment decisions. Stay abreast of geopolitical events and regulatory changes that may impact financial markets.
- Team Collaboration: Collaborate with research analysts, traders, and other investment professionals to leverage insights and expertise in portfolio construction and management. Coordinate with support functions such as compliance and operations to ensure efficient portfolio execution.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree (MBA, CFA) preferred.
- 5+ years of experience in portfolio management or a related investment management role, with a proven track record of delivering superior investment performance.
- Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment analysis.
- Excellent decision-making abilities with the capacity to interpret complex financial data and market information.
- Comprehensive understanding of asset allocation strategies, risk management principles, and portfolio construction methodologies.
- Effective communication and interpersonal skills, with the ability to articulate investment strategies and recommendations to clients and stakeholders.
- Demonstrated leadership qualities with the ability to mentor and lead a team of investment professionals.
- Performance-based bonuses and incentives can significantly enhance total compensation, often ranging from 20% to 50% of base salary based on portfolio performance and firm profitability.
- Additional benefits may include health insurance, retirement savings plans, performance-based incentives, and professional development opportunities.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
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