Portfolio Manager

4 days ago


Alexander City, United States augmentjobs Full time

Position Overview:

We are seeking a dynamic and experienced Portfolio Manager to join our team. The Portfolio Manager will be responsible for overseeing and managing a diverse investment portfolio developing investment strategies and ensuring optimal performance in alignment with our companys objectives. The ideal candidate will possess strong analytical skills a deep understanding of financial markets and a proven track record of successful portfolio management.

Key Responsibilities:

  • Portfolio Management: Oversee and manage investment portfolios including asset allocation risk management and performance analysis.
  • Investment Strategy: Develop and implement investment strategies based on market trends economic conditions and client goals.
  • Performance Monitoring: Track and evaluate portfolio performance make adjustments as needed to achieve optimal returns and prepare regular performance reports.
  • Client Interaction: Communicate with clients to understand their investment goals provide updates on portfolio performance and offer investment advice.
  • Market Research: Conduct thorough research and analysis of financial markets economic indicators and investment opportunities to inform decisionmaking.
  • Risk Management: Identify and assess potential risks to the portfolio and implement strategies to mitigate those risks.
  • Compliance: Ensure all investment activities comply with regulatory requirements and company policies.

Qualifications:

  • Bachelors degree in Finance Economics Business Administration or a related field. Masters degree or relevant certifications (e.g. CFA) preferred.
  • Proven experience (3 years) as a Portfolio Manager or in a similar investment management role.
  • Strong analytical skills with the ability to interpret complex financial data and market trends.
  • Excellent communication and interpersonal skills to interact effectively with clients and team members.
  • Proficiency in financial software and tools (e.g. Bloomberg Excel portfolio management systems).
  • Demonstrated ability to develop and execute successful investment strategies.
As a platform committed to connecting top talent with the right roles this job posting is exclusively available through Augment Jobs proprietary job board.
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