Portfolio Manager Asset Management

JOB DESCRIPTION

Position Overview:
 We are seeking an experienced and detail-oriented Portfolio Manager -  Asset Management to join our investment team. The successful candidate will be responsible for managing a diverse portfolio of assets across various asset classes, including equities, fixed income, real estate, alternative investments, and other securities. You will be tasked with optimizing portfolio performance, conducting in-depth market research, and delivering on client investment objectives. This role requires strong analytical skills, an in-depth understanding of financial markets, and the ability to manage risk and deliver long-term growth for clients.
 
Key Responsibilities:
 
 
 
Portfolio Management: Manage a range of client portfolios, ensuring alignment with investment objectives, risk tolerance, and asset allocation guidelines. Make tactical and strategic investment decisions to optimize returns.
 
 
 
Investment Research & Strategy: Conduct comprehensive market analysis to identify investment opportunities. Utilize both top-down macroeconomic analysis and bottom-up company/asset-level research to inform portfolio strategy.
 
 
 
Risk Management: Monitor and assess portfolio risk, employing risk management tools and techniques to mitigate exposure while maximizing returns. Ensure compliance with regulatory requirements and internal investment policies.
 
 
 
Performance Reporting: Prepare and present detailed portfolio performance reports to clients and senior management, including returns, asset allocation, and risk metrics.
 
 
 
Client Relationship Management: Serve as the primary point of contact for clients regarding portfolio performance, investment strategy, and market outlook. Provide regular updates, hold client meetings, and respond to client inquiries.
 
 
 
Team Collaboration: Work closely with analysts, traders, and other portfolio managers to ensure seamless portfolio management and execution of investment strategies.
 
 
 
Market Trends & Insights: Stay up-to-date with market trends, economic developments, and industry innovations to guide investment decisions.
 
 
 
Continuous Improvement: Participate in ongoing professional development to stay ahead of industry trends, regulatory changes, and best practices in portfolio management.
 
 
 
Qualifications:
 
 
 
Education: Bachelor's degree in Finance, Economics, Business, or a related field. An MBA or CFA designation is preferred.
 
 
 
Experience: Minimum of 5-7 years of experience in asset management, portfolio management, or a related financial services role. Experience managing multi-asset class portfolios is highly desirable.
 
 
 
Skills:
 
 
Strong understanding of financial markets, asset classes, and portfolio theory.
 
Proficiency with investment management software, financial modeling, and risk management tools.
 
Excellent analytical, problem-solving, and decision-making skills.
 
Strong verbal and written communication skills.
 
Ability to manage client relationships and provide thoughtful insights and recommendations.
 
 
 
 
Certifications: CFA (Chartered Financial Analyst) or equivalent professional designation is preferred but not required.
 
 
 
Salary Range:
 
 
Base Salary: $100,000 - $180,000 per year, commensurate with experience
 
Bonus: Performance-based bonus potential, typically 20-40% of base salary, depending on individual and firm performance.
 
Benefits: Comprehensive benefits package including health insurance, retirement plans, paid time off, and professional development opportunities.
 
 
How to Apply:
 Interested candidates should submit a resume and cover letter outlining their experience and qualifications. Please include "Portfolio Manager -  Asset Management Application" in the subject line.