Client Portfolio Manager
Client Portfolio Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are seeking an experienced and detail-oriented Relationship Manager to join our Global Wealth Management team. The ideal candidate will execute trades based on the Chief Investment Officers (CIO) directions conduct due diligence on potential fund investments monitor current investments create impactful presentation materials and maintain strong client relationships. Fluency in Spanish or Portuguese are a big plus for this role as you will focus largely on Latin American based clients.
Key Responsibilities:
- Portfolio Management:
- Help oversee and manage multi-asset portfolios catered to US Offshore clients ensuring alignment with investment strategies and client objectives.
- Execute trades based on CIO instructions ensuring precision and timeliness.
- Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
- Due Diligence and Monitoring:
- Conduct comprehensive due diligence on potential fund investments including evaluating fund performance risk factors and alignment with investment goals.
- Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
- Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
- Client Engagement:
- Develop and maintain strong relationships with clients understanding their financial goals and providing tailored investment advice.
- Meet with clients regularly to review portfolio performance discuss strategies and address any concerns or questions.
- Serve as the primary point of contact for client inquiries providing exceptional service and support.
- Presentation and Reporting:
- Create comprehensive and visually appealing presentation materials for client meetings showcasing portfolio performance market insights and investment strategies.
- Prepare detailed reports and documentation to support investment decisions and client communications.
- Collaboration and Style:
- Work closely with the CIO and other team members to develop and implement investment strategies.
- Ensure accuracy and attention to detail in all aspects of work from trade execution to client reporting.
- Maintain meticulous records and documentation to support compliance and audit requirements.
#LI-Hybrid
Qualifications :
- Bachelors degree in Finance Economics Business or a related field; advanced degree or relevant certifications (e.g. CFA) preferred.
- Minimum of 5 years of experience in portfolio management investment analysis or a related field.
- Proficiency in Spanish or Portuguese.
- Strong understanding of US Offshore multi-asset portfolio management and trading.
- Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
- Excellent communication and interpersonal skills with the ability to build and maintain client relationships.
- Proficiency in financial software and tools such as Bloomberg Excel Addepar Morningstar and portfolio management systems.
- High attention to detail and accuracy in managing and reporting financial data.
- Ability to work independently and collaboratively in a fast-paced dynamic environment.
- Series 7 registration.
Additional Information :
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed.
All your information will be kept confidential according to EEO guidelines.
NO AGENCIES PLEASE.
IDB BANK INCLUDING ITS SUBSIDIARIES AND DIVISIONS PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE COLOR RELIGION SEX SEXUAL ORIENTATION NATIONAL ORIGIN AGE DISABILITY GENETIC STATUS CITIZENSHIP STATUS MARITAL STATUS MILITARY OR VETERAN STATUS CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
