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