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Portfolio Manager

2 months ago

Plano, United States GRN of Fort Worth Full time
Job DescriptionJob Description

Company Overview:

Our client is a rapidly growing wealth management firm dedicated to providing innovative financial solutions and strategies for individuals and organizations. Our mission is to empower clients to achieve their financial goals through personalized and expert guidance.

Position Summary:The Portfolio Manager will be responsible for managing a variety of investment portfolios, ensuring that they align with client goals and acceptable risk levels. This role includes strategic planning, analysis, and ongoing portfolio adjustments to optimize performance and manage risk. The Portfolio Manager will work closely with clients and internal stakeholders to ensure portfolio strategies meet market trends and company objectives.

Responsibilities:

  • Manage and monitor a range of client portfolios, ensuring alignment with investment objectives.
  • Develop and implement tailored investment strategies based on market research and economic trends.
  • Conduct regular portfolio reviews, rebalancing as necessary to achieve optimal returns.
  • Monitor market conditions, identifying opportunities and risks within client portfolios.
  • Communicate regularly with clients regarding portfolio performance and adjustments.
  • Collaborate with internal teams, including research analysts and client advisors, to ensure portfolio goals are met.
  • Ensure compliance with regulatory standards and manage the legal and tax implications of investment decisions.


Requirements/Preferred

  • Bachelors degree in finance, economics, or a related field. CFA preferred.
  • 4+ years of experience in portfolio management or related financial roles.
  • Proficiency in managing equity, fixed income, and alternative investment portfolios.
  • Strong analytical and quantitative skills, with an ability to assess market trends and portfolio performance.
  • Excellent communication skills and client relationship management experience.

What We Offer/Benefits:

  • A dynamic and supportive work environment in a rapidly growing firm.
  • Opportunities for professional and financial growth.
  • The selected candidate will receive a highly competitive compensation package including a base salary, commissions and yearly bonuses, comprehensive health benefits, wellness initiatives, vacation and sick leave, paid holidays, professional development, and certification opportunities.