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Portfolio Manager
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Portfolio and Asset Management Manager
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Portfolio and Asset Management Manager
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Senior Manager, Portfolio Delivery
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AVP, Portfolio Manager
1 week ago
Los Angeles, United States Axos Financial, Inc. Full timeAs Assistant Vice President of Commercial & Industrial (C&I) Portfolio Management, the focus is managing existing commercial loan relationships with an emphasis on non-real estate business verticals. The ideal candidate is experienced in managing a c Portfolio Manager, Portfolio, Manager, Commercial, Management, Banking
Portfolio Manager
2 months ago
Job Title: Portfolio Manager
Job Description: As a Portfolio Manager, you will be responsible for managing investment portfolios on behalf of clients, institutions, or a fund. Your role involves developing and implementing investment strategies, making asset allocation decisions, and monitoring portfolio performance to achieve financial objectives.
Roles and Responsibilities:
Investment Strategy Development:
- Develop investment strategies aligned with client objectives, risk tolerance, and market conditions.
- Conduct research and analysis to identify investment opportunities across asset classes (equities, fixed income, alternatives).
Asset Allocation and Portfolio Construction:
- Determine optimal asset allocation for portfolios based on economic forecasts, market trends, and risk-return profiles.
- Construct diversified portfolios that align with investment mandates and client preferences.
Risk Management:
- Monitor portfolio risk metrics and implement risk management strategies to mitigate potential losses.
- Utilize hedging techniques and other risk mitigation tools as appropriate.
Investment Selection and Due Diligence:
- Conduct thorough analysis and due diligence on potential investments, including financial modeling, valuation assessments, and qualitative research.
- Make informed investment decisions based on rigorous analysis and assessment of risk-reward profiles.
Performance Monitoring and Reporting:
- Monitor portfolio performance against benchmarks and client expectations.
- Prepare periodic performance reports, investment reviews, and client presentations.
Client Relationship Management:
- Build and maintain strong relationships with clients, providing investment advice, updates on portfolio performance, and addressing client inquiries.
- Understand and respond to client goals, objectives, and preferences regarding their investments.
Team Leadership and Collaboration:
- Lead a team of analysts and support staff, providing guidance, mentorship, and oversight.
- Collaborate with research analysts, traders, and other professionals to execute investment strategies effectively.
Compensation:
- Portfolio managers typically receive a base salary with a significant portion of compensation tied to performance-based bonuses.
- Bonuses are often based on portfolio performance relative to benchmarks, client satisfaction, and overall fund profitability.
- Additional benefits may include profit sharing, incentive compensation, healthcare benefits, and retirement plans.
Skills Required:
- Investment Expertise: Strong knowledge of financial markets, investment strategies, asset allocation, and portfolio management techniques.
- Analytical Skills: Proficiency in financial modeling, quantitative analysis, and risk assessment.
- Decision-Making: Ability to make informed and timely investment decisions based on analysis of market data and economic trends.
- Communication: Excellent verbal and written communication skills to effectively communicate investment strategies, performance updates, and recommendations to clients and stakeholders.
- Client Management: Relationship-building skills with the ability to understand and address client needs and expectations.
- Leadership: Proven leadership skills to lead a team, set strategic direction, and drive performance goals.
- Integrity and Ethics: High ethical standards and integrity in managing client assets and complying with regulatory requirements.
Education and Experience:
- Typically requires a Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Advanced degrees such as an MBA or a Master's in Finance may be preferred.
- Relevant work experience in investment management, portfolio management, or related roles, often requiring several years of experience managing portfolios and client relationships.
- Professional certifications such as CFA (Chartered Financial Analyst) may be advantageous.
