Portfolio Manager

Realty Assistant; Tower (MN); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading real estate advisory firm is seeking a full-time Portfolio Manager to be based in Tower, MN, with some remote work flexibility. The role requires strong analytical skills and expertise in finance and investments to manage and optimize investment portfolios. Candidates should have a Bachelor’s degree in a relevant field, proven experience in portfolio management, and exceptional communication skills. This position offers a dynamic work environment in a trusted company with a commitment to client satisfaction.

Qualifications

• Strong analytical skills with the ability to interpret financial data and market trends.
• Expertise in finance and investments to develop and implement strategies.
• Proven experience in portfolio management, including asset allocation and risk assessment.
• Knowledge and experience in trading to execute investment transactions effectively.
• Professional certifications such as CFA or CPA preferred.
• Experience in real estate investments is an advantage.

Responsibilities

• Manage and optimize investment portfolios.
• Conduct comprehensive financial analyses.
• Develop strategic allocation plans.
• Monitor market trends and execute trades.
• Evaluate investment opportunities and achieve clients' financial objectives.
• Collaborate with multidisciplinary teams to ensure informed decision-making.

Skills

Strong analytical skills

Expertise in finance and investments

Proven experience in portfolio management

Knowledge in trading

Exceptional problem-solving skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in finance, economics, business administration, or a related field

Job description

Assistant General Manager at Realty Assistant

Company Description

Realty Assistant is one of India’s fastest-growing real estate advisory firms, trusted by over 30,000 clients. With a presence across 14 Indian cities and five global markets, the company partners with more than 350 top developers to provide end-to-end real estate solutions, including property discovery, consulting, and both commercial residential services. Recognized as a Great Place to Work and multiple award winner, Realty Assistant emphasizes trust, customer satisfaction, and creating long-term value for its clients. The company fosters a people‑centric culture of collaboration and innovation, empowering its team members to thrive in a dynamic industry.

Role Description

This is a full‑time hybrid role for a Portfolio Manager based in Tower, MN, with some flexibility for remote work. The Portfolio Manager will be responsible for managing and optimizing investment portfolios, conducting comprehensive financial analyses, and developing strategic allocation plans. The role involves monitoring market trends, executing trades, evaluating investment opportunities, and achieving clients’ financial objectives. Collaborating with multidisciplinary teams, the Portfolio Manager will ensure informed decision‑making and provide excellent client service.

Qualifications

• Strong analytical skills with the ability to interpret financial data and market trends
• Expertise in finance and investments to develop and implement strategies that align with client goals
• Proven experience in portfolio management, including asset allocation and risk assessment
• Knowledge and experience in trading to execute investment transactions effectively
• Bachelor’s degree in finance, economics, business administration, or a related field
• Exceptional problem‑solving, communication, and interpersonal skills
• Professional certifications such as CFA or CPA preferred
• Experience in real estate investments is an advantage