Portfolio Manager

Jobvertise.com - Jobboard; Carmel (IN); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial firm is seeking a skilled Portfolio Manager to oversee and optimize investment portfolios for its diverse clientele. The ideal candidate will possess significant experience in investment management, with strong analytical and communication skills. In this role, you will be responsible for developing investment strategies, monitoring client portfolios, and presenting performance reports to clients. Join a dynamic team and leverage your expertise to enhance financial outcomes for clients in a fast-paced environment.

Qualifications

• Minimum 5 years of experience in investment management.
• Proven track record of managing investment portfolios.
• Familiarity with programming languages, such as Python or R, is a plus.

Responsibilities

• Manage investment portfolios for clients based on their objectives.
• Conduct market trend analyses to inform investment decisions.
• Prepare and present portfolio performance reports to clients.

Skills

Analytical

Communication

Problem-solving

Education

Bachelor's degree in Finance, Economics or related field

Advanced degree (e.g., MBA, CFA)

Tools

Microsoft Excel

Portfolio management software

Job description

We are seeking an experienced Portfolio Manager to manage investment portfolios for our clients. The successful candidate will have a strong background in investment management, excellent analytical and communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance.
2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions.
3. Develop and implement investment strategies to achieve client goals.
4. Monitor and adjust portfolios as needed to ensure optimal performance.
5. Collaborate with internal teams, including research, trading, and operations.
6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals.
7. Prepare and present portfolio performance reports to clients.
8. Stay up-to-date with industry trends, regulatory changes, and market developments.

Requirements:

1. Bachelor's degree in Finance, Economics, or related field.
2. Advanced degree (e.g., MBA, CFA) preferred.
3. Minimum 5 years of experience in investment management or a related field.
4. Proven track record of managing investment portfolios.
5. Strong analytical, communication, and problem-solving skills.
6. Ability to work in a fast-paced environment.
7. Proficiency in Microsoft Office, particularly Excel.
8. Familiarity with investment management software and systems.

Nice to Have:

1. Chartered Financial Analyst (CFA) designation.
2. Experience with portfolio management software, such as BlackRock Aladdin or FactSet.
3. Knowledge of programming languages, such as Python or R.

FRED
AMMUNITION
550 Congressional Blvd Suite 390 Carmel, IN 46032
Carmel, IN 46032
Phone: [phone]

* Free services are subject to limitations