Financial Portfolio Manager

6 days ago


Bethesda, Maryland, United States TalentRemedy Full time

TalentRemedy is seeking a highly skilled Financial Portfolio Manager to oversee and coordinate all aspects of portfolio management activities in a dedicated group of accounts. The ideal candidate will manage the investment portfolio planning process, oversee day-to-day management and monitoring of investment portfolios, and develop and deploy management strategies and technologies to enhance returns and control both investment and operational risk.

This position is located in the Bethesda, MD area, offering a competitive salary of $120,000 - $180,000 per year, depending on experience.

The Financial Portfolio Manager will research, analyze, and implement effective investment strategies to achieve optimal returns while minimizing risk. Key responsibilities include:

  • Overseeing the day-to-day management of the factoring portfolio, ensuring timely and accurate processing of transactions.
  • Developing and maintaining strong relationships with clients, addressing their needs and concerns promptly while safeguarding the firm's principles.
  • Performing thorough yet efficient risk assessments of potential and existing clients to maintain the integrity of our credit process and minimize risk.
  • Performing financial analysis to monitor portfolio performance and identify areas for improvement.
  • Preparing and presenting regular reports on portfolio performance, including trends, risks, and recommendations.

The ideal candidate will have a Bachelor's degree in finance or accounting and a minimum of 5 years of experience in a finance-related position, preferably factoring and/or asset-based lending. Proficiency in Microsoft Office, particularly Excel, is necessary, as well as the ability to learn other specialized software applications.

TalentRemedy offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We are an equal opportunities employer and welcome candidates from diverse backgrounds.



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