Portfolio ManagementThe Portfolio Manager optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job is a recognized master in Portfolio Management and utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.
Key Responsibilities and Duties- Oversees successful investment portfolios informed by market conditions and economic trends.
- Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis.
- Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective.
- Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
- Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results.
- Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
- Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
Educational Requirements- University (Degree) Preferred
Work Experience- 5 Years Required; 7 Years Preferred
Physical RequirementsCareer Level 9IC
Required Qualifications:
- 5+ years complex, direct portfolio management experience with individual clients
Preferred Qualifications:
- 7+ years complex, direct portfolio management experience with individual clients
- Bachelor’s degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investments with a high level of acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
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