Portfolio & Investment Manager: Growth & Risk Optimizer

Company; United States; Remote; USD 110,000 - 170,000; Full time

Job summary

Company in the United States seeks an experienced investment professional to manage portfolios and optimize risk-adjusted returns. You will source investment opportunities across sectors, conduct due diligence, prepare memos, and present recommendations to decisionmakers, while monitoring KPIs and portfolio performance.

Responsibilities include maintaining portfolio monitoring systems and partnering with founders on value creation.

Qualifications

• Bachelor’s degree in finance or related field.
• 4+ years in portfolio management or investment analysis.
• Professional certification preferred.

Responsibilities

• Source and screen investment opportunities across sectors and stages.
• Conduct due diligence: market, financial, commercial, and team assessment.
• Prepare investment memos and present recommendations to decisionmakers.
• Monitor portfolio company performance against KPIs and milestones.
• Maintain and improve portfolio monitoring and reporting systems.
• Work with founders on value creation and strategic support.

Skills

Portfolio management

Investment analysis

Education

Bachelor’s degree in finance or related field

Professional certification preferred

Job description

Company in the United States seeks an experienced investment professional to manage portfolios and optimize risk-adjusted returns. You will source investment opportunities across sectors, conduct due diligence, prepare memos, and present recommendations to decisionmakers, while monitoring KPIs and portfolio performance.

Responsibilities include maintaining portfolio monitoring systems and partnering with founders on value creation.