Responsibilities
- Develop and implement investment strategies tailored to the company's financial objectives, risk tolerance, and investment horizon
- Monitor portfolio performance and make adjustments as needed to optimize returns
- Conduct research and analysis to identify investment opportunities and evaluate potential risks
- Maintain up-to-date knowledge of market trends, economic indicators, and investment products
- Communicate regularly with clients to provide portfolio updates, address concerns, and discuss investment strategy adjustments
- Collaborate with other financial professionals to provide comprehensive financial planning services
- Ensure compliance with industry regulations and company policies
- Identify and raise process improvements and automation opportunities and work with IT to implement
- Own special projects and cross-functional tasks, as needed
- Evaluate investment program opportunities and provide analysis and recommendations on operational and
Skills and Qualifications
- Bachelor's degree in Finance, Economics, or a related field; advanced degree or certification (e.g., CFA, MBA) is a plus
- 5+ years experience as a Portfolio Manager or a similar role in the investment management industry
- Deep understanding of financial markets, investment offerings, and portfolio management techniques.
- Superior analytical and problem-solving abilities, enabling astute investment choices.
- Exceptional communication and interpersonal skills, with a focus on building strong client relationships
- Strong attention to detail and the ability to manage multiple priorities effectively