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  • 4 days ago

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Job Description: Portfolio Manager

Position Overview: We are looking for a talented and experienced Portfolio Manager to join our investment team. The Portfolio Manager will be responsible for managing investment portfolios, making strategic investment decisions, and achieving targeted returns for our clients. This role requires strong analytical skills, market knowledge, and the ability to... effectively manage risk while maximizing portfolio performance.

Roles And Responsibilities
• Portfolio Management: Manage and oversee investment portfolios, including asset allocation, rebalancing, and performance monitoring.
• Investment Strategy: Develop and implement investment strategies based on client objectives, market conditions, and risk tolerance.
• Research and Analysis: Conduct thorough research and analysis of financial markets, securities, and investment opportunities.
• Risk Management: Identify, assess, and mitigate risks associated with portfolio holdings and market fluctuations.
• Client Relations: Build and maintain strong relationships with clients, providing regular updates on portfolio performance and investment strategy.
• Reporting and Compliance: Prepare detailed performance reports, compliance documentation, and presentations for clients and stakeholders.
• Market Monitoring: Monitor economic trends, industry developments, and regulatory changes that may impact investment portfolios.
• Team Collaboration: Collaborate with research analysts, traders, and other team members to execute investment strategies effectively.
• Continuous Improvement: Stay abreast of industry best practices, emerging trends, and technological advancements in portfolio management.
• Client Acquisition: Participate in client meetings, presentations, and pitches to acquire new clients and grow existing relationships.

Skills Required
• Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s degree or CFA designation preferred).
• Proven experience as a Portfolio Manager or in a similar role, managing investment portfolios and achieving targeted returns.
• Strong understanding of financial markets, investment strategies, and asset classes (equities, fixed income, alternatives).
• Advanced analytical skills with proficiency in financial modeling, risk assessment, and portfolio optimization techniques.
• Excellent communication and interpersonal skills, with the ability to articulate complex investment concepts to clients and stakeholders.
• Strategic thinker with the ability to make data-driven decisions and adapt to changing market conditions.
• Proficiency in investment management software and financial analysis tools.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong ethical standards, integrity, and commitment to compliance.

Compensation
• Competitive salary based on experience and performance.
• Performance-based bonuses and incentives tied to portfolio performance and client satisfaction.
• Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities
Los Angeles CA United States

salary-criteria

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