Strategic Portfolio Manager

4 days ago

North Miami Beach, Florida, United States IDB Full time
Company Overview
IDB Bank has been a leader in the financial industry for over 70 years, dedicated to providing exceptional service and support to our clients. Our commitment to putting our clients' needs first has enabled us to build a strong reputation as a trusted partner in wealth management.

Salary
We offer a competitive salary of $120,000 - $180,000 per year, depending on experience, along with a comprehensive benefits package that includes generous paid time off and opportunities for career growth.

Job Description
As a Relationship Manager, you will be responsible for managing multi-asset portfolios for US Offshore clients, ensuring alignment with investment strategies and client objectives. You will work closely with the Chief Investment Officer (CIO) to execute trades, conduct due diligence on potential fund investments, and monitor current investments to optimize returns and manage risk.

Key Responsibilities
  • Portfolio Management
    • Oversee and manage multi-asset portfolios to ensure alignment with investment strategies and client objectives.
    • Execute trades based on CIO instructions to ensure precision and timeliness.
    • Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
  • Due Diligence and Monitoring
    • Conduct comprehensive due diligence on potential fund investments, evaluating fund performance, risk factors, and alignment with investment goals.
    • Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
    • Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
  • Client Engagement
    • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
    • Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
    • Serve as the primary point of contact for client inquiries, providing exceptional service and support.
  • Presentation and Reporting
    • Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.
    • Prepare detailed reports and documentation to support investment decisions and client communications.
  • Collaboration and Style
    • Work closely with the CIO and other team members to develop and implement investment strategies.
    • Ensure accuracy and attention to detail in all aspects of work, from trade execution to client reporting.
    • Maintain meticulous records and documentation to support compliance and audit requirements.

Required Skills and Qualifications
  • Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications preferred.
  • Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
  • Proficiency in Spanish or Portuguese.
  • Strong understanding of US Offshore multi-asset portfolio management and trading.
  • Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.
  • High attention to detail and accuracy in managing and reporting financial data.
  • Series 7 license.

Benefits
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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