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Senior Portfolio Manager

3 months ago

Austin, United States augmentjobs Full time
Job DescriptionJob Description

Job Title: Senior Portfolio Manager

Job Summary: The Senior Portfolio Manager is responsible for managing a significant investment portfolio, focusing on maximizing returns and managing risks in alignment with the organization's strategic goals. This role involves developing and implementing investment strategies, conducting in-depth analysis, and providing strategic recommendations to optimize portfolio performance and achieve financial objectives.

Responsibilities:

  • Develop and implement investment strategies and portfolio management plans that align with the organization's long-term goals and objectives.
  • Manage and oversee a diverse investment portfolio, including asset allocation, risk management, and performance optimization.
  • Conduct thorough analysis of portfolio performance, including financial metrics, market trends, and investment returns, to ensure alignment with strategic objectives.
  • Provide strategic recommendations for portfolio adjustments, including rebalancing, diversification, and asset allocation changes, to enhance performance and mitigate risks.
  • Monitor and evaluate external market conditions, economic factors, and industry trends to inform investment decisions and portfolio strategies.
  • Prepare and present detailed performance reports, investment analyses, and strategic recommendations to senior management and stakeholders.
  • Collaborate with other departments and senior leadership to ensure portfolio strategies support overall business goals and growth initiatives.
  • Maintain and develop relationships with external investment managers, advisors, and other key stakeholders to support portfolio management activities and strategies.
  • Stay informed about investment regulations, industry best practices, and emerging trends to ensure compliance and effective portfolio management.
  • Mentor and support junior portfolio managers and analysts, providing guidance and development to enhance team performance and investment outcomes.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field; Master's degree or MBA preferred.
  • Minimum of 10-15 years of experience in portfolio management, investment management, or a related field, with at least 5-7 years in a senior management or portfolio management role.
  • Extensive experience in managing and optimizing investment portfolios, including asset allocation, risk management, and performance analysis.
  • Proficiency with portfolio management software and tools (e.g., financial modeling software, risk management systems) and advanced data analysis techniques.
  • Proven track record of successful portfolio management, including achieving financial goals, managing risks, and optimizing asset performance.
  • Strong analytical and strategic thinking skills, with the ability to assess market conditions, identify investment opportunities, and provide actionable insights.
  • Excellent communication and presentation skills, with experience presenting portfolio performance and strategic recommendations to senior management and stakeholders.
  • Demonstrated leadership and mentoring abilities, including experience in guiding and developing high-performing teams.
  • In-depth knowledge of investment regulations, industry trends, and best practices in portfolio management.
  • Ability to manage multiple high-priority projects and deliver results in a dynamic, fast-paced environment.