Portfolio Manager
5 days ago
At IDB Bank, we are seeking an experienced and detail-oriented Client Portfolio Manager to join our Global Wealth Management team.
Key Responsibilities:- Portfolio Management:
- Oversee and manage multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.
- Execute trades based on CIO instructions, ensuring 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, including 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.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) 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.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
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