Portfolio Manager
Portfolio Manager
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Job Description
As we continue to expand our operations we are seeking a highly skilled and experienced Portfolio Manager to join our team.
The Portfolio Manager will be responsible for managing investment portfolios on behalf of our clients ensuring that their financial objectives are met while adhering to the companys investment strategies and risk management protocols. The ideal candidate will have a deep understanding of financial markets a proven track record of successful portfolio management and excellent analytical skills.
Key Responsibilities:
Develop and implement investment strategies that align with clients financial goals and risk tolerance
Monitor and analyze market trends economic indicators and company performances to make informed investment decisions Conduct thorough research and due diligence on potential investment opportunities
Build and maintain strong relationships with clients providing regular updates on portfolio performance
Generate reports detailing portfolio performance asset allocation and investment activities
Collaborate with other team members including research analysts and financial advisors to optimize portfolio performance
Stay current on industry best practices regulatory requirements and market developments
Qualifications:
Bachelors degree in Finance Economics Business or related field; advanced degree (e.g. MBA CFA) preferred Minimum of 3 years of experience in portfolio management or related field
Strong understanding of financial markets investment strategies and risk management principles
Proven track record of successfully managing investment portfolios and achieving positive returns Excellent analytical and quantitative skills
Strong communication and interpersonal skills
Ability to work independently and as part of a team Relevant certifications and licenses (e.g. CFA Series 7 a plus
Benefits:
Competitive salary and performancebased bonuses
Comprehensive health dental and vision insurance
Retirement savings plan with company matching
Professional development opportunities
Collaborative and supportive work environment
Only applicants authorized to work in the United States will be considered.
Employment Type
Full Time
