The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Job Overview:
We are seeking a highly skilled and experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing investment portfolios and providing strategic financial guidance to clients. This role requires strong analytical skills, financial acumen, and the ability to make informed investment decisions.
Duties:
- Develop and implement investment strategies for clients based on their financial goals and risk tolerance
- Conduct thorough research and analysis of investment opportunities, including stocks, bonds, and other securities
- Monitor market trends and economic conditions to identify potential risks and opportunities
- Perform risk analysis and develop risk mitigation strategies
- Manage client portfolios by making informed investment decisions and executing trades
- Provide regular portfolio performance updates to clients and recommend adjustments as needed
- Collaborate with other departments such as research, underwriting, and investment banking to gather information and insights
- Utilize financial planning tools and software to create comprehensive financial plans for clients
Requirements:
- Bachelor's degree in Finance, Economics, or a related field (recommended not preferred)
- Proven experience in portfolio management or a similar role
- Strong knowledge of investment principles, financial markets, and securities
- Proficiency in using financial analysis tools such as Bloomberg or similar platforms
- Excellent analytical skills with the ability to interpret complex financial data
- Strong understanding of risk management techniques
- Exceptional communication skills with the ability to effectively present complex information to clients
- Detail-oriented with strong organizational skills
We offer competitive compensation packages commensurate with experience.
Note: All positions must be paid, including internship positions.
Job Type: Full-time
Pay: $50,140.75 - $70,000.00 per year
Benefits:
Experience level:
Schedule:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person