Portfolio Manager (225-823)

As a Portfolio Manager, you will be responsible for overseeing and managing a diverse range of investment portfolios tailored to meet the financial objectives and risk tolerance of each client. You will play a pivotal role in developing and implementing investment strategies, conducting thorough market research, and assessing potential risks and rewards associated with investment opportunities. Strong analytical skills, market insight, and financial acumen are essential for success in this role. Additionally, effective communication skills are vital as you will be required to interact with clients, providing them with updates on their portfolios and strategic investment proposals. Your ability to work both independently and collaboratively with financial analysts and other investment professionals will contribute significantly to meeting client goals.

Responsibilities

• Develop and implement customized investment strategies based on client objectives and risk profiles.
• Conduct thorough market analysis to identify emerging investment opportunities and trends.
• Evaluate individual investments and market conditions to ensure optimal portfolio performance.
• Collaborate with financial analysts to assess financial documents and market indicators.
• Prepare detailed reports and presentations for clients, outlining portfolio progress and recommendations.
• Monitor and manage portfolios to adjust strategies in response to economic changes.
• Engage in continuous learning to stay informed about market developments and investment tools.
• Ensure compliance with regulatory requirements and internal policies during portfolio management.
• Provide clients with regular updates and insights regarding their portfolio performances.
• Build and maintain strong client relationships through exceptional service and communication.
• Collaborate with internal teams to align client objectives with investment strategies.
• Utilize financial software and tools to enhance investment analyses and reporting.

Requirements

• Bachelor's degree in finance, economics, business, or a related field is essential.
• A minimum of 5 years of experience in investment management or related fields is required.
• Proven track record of successful portfolio management and investment performance.
• Strong analytical skills with the ability to interpret complex financial data effectively.
• Proficiency in financial analysis software and advanced Excel skills are highly desirable.
• Excellent communication skills to effectively convey investment strategies to clients.
• Strong knowledge of regulatory requirements and investment compliance frameworks.