Associate Portfolio Manager

4 weeks ago


Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Associate Portfolio Manager Job Summary:

As an Associate Portfolio Manager, you will support the management and optimization of client investment portfolios. Working closely with senior portfolio managers, you will assist in portfolio analysis, asset allocation, and investment strategy development to help achieve client objectives and maximize returns.

Responsibilities:
  • Assist in the management of client investment portfolios, including asset allocation, rebalancing, and performance monitoring.
  • Conduct thorough research and analysis on securities, market trends, and economic conditions to inform investment decisions.
  • Support the development and implementation of investment strategies tailored to client needs and risk tolerance.
  • Prepare detailed portfolio reports, performance reviews, and investment proposals for clients and internal stakeholders.
  • Monitor portfolio performance, identifying and addressing any discrepancies or risks.
  • Participate in client meetings, providing insights and recommendations on investment strategies.
  • Collaborate with the investment team to identify new investment opportunities and optimize portfolio returns.
  • Ensure compliance with regulatory requirements and internal policies in portfolio management activities.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 2-3 years of experience in portfolio management, investment analysis, or a related area.
  • Progress towards or completion of CFA or similar professional certification is highly preferred.
  • Strong analytical and quantitative skills, with proficiency in financial modeling and analysis tools.
  • In-depth knowledge of financial markets, investment products, and portfolio management techniques.
  • Excellent communication skills, with the ability to present complex financial information clearly.
  • High level of attention to detail and accuracy in portfolio management tasks.
  • Ability to work effectively both independently and as part of a collaborative team.


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