Portfolio Manager - Investments

Leeds Professional Resources; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Leeds Professional Resources is seeking an Investment Portfolio Manager in Miami to develop and implement strategies that meet client goals by selecting, buying, and selling assets. You will analyze market trends, conduct research, manage risk, and communicate with clients regarding performance and strategy.

Responsibilities include strategy development, asset management, research, client relations, and ensuring regulatory compliance.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Previous experience as a financial analyst or in investment management is typical.
• Strong quantitative skills, research capabilities, decision-making abilities, and communication skills.
• Bilingual (English/Spanish) highly preferred.

Responsibilities

• Strategy Development: Create investment strategies tailored to client goals and risk tolerance.
• Asset Management: Buy and sell securities to optimize portfolio performance.
• Research & Analysis: Monitor financial markets, economic data, and company news to identify opportunities.
• Client Relations: Meet with clients, provide updates, and explain investment strategies.
• Compliance & Risk: Ensure compliance with legal regulations and manage portfolio risk to avoid losses.

Skills

Strong quantitative skills

Research capabilities

Decision-making abilities

Communication skills

Bilingual English/Spanish

Education

Bachelor's degree in finance or related field

Job description

An investment portfolio manager develops and implements investment strategies to meet client financial goals by selecting, buying, and selling assets (stocks, bonds, etc.). They analyze market trends, conduct research, manage risks, and ensure regulatory compliance. They also communicate directly with clients regarding performance and strategy.

Key Responsibilities and Duties

• Strategy Development: Create investment strategies tailored to client goals and risk tolerance.
• Asset Management: Buy and sell securities to optimize portfolio performance.
• Research & Analysis: Monitor financial markets, economic data, and company news to identify opportunities.
• Client Relations: Meet with clients, provide updates, and explain investment strategies.
• Compliance & Risk: Ensure compliance with legal regulations and manage portfolio risk to avoid losses.

Required Qualifications and Skills

• Education: Bachelor’s degree in finance, accounting, economics, or a related field.
• Experience: Previous experience as a financial analyst or in investment management is typical.
• Skills: Strong quantitative skills, research capabilities, decision-making abilities, and communication skills
• Bilingual (English/Spanish) highly preferred