Portfolio Manager - Remote

Placements24; United States; Remote; USD 54,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Remote work

Professional development (CFA support)

Research tools access

Paid time off

Job summary

Placements24 client, a distinguished asset management firm, seeks a Portfolio Manager. The role is fully remote and can be conducted from anywhere within South Africa, with focus on meeting client objectives and risk tolerance.

You will develop investment strategies, manage portfolios, conduct market research, and prepare reports. A CFA is preferred and a minimum of seven years in portfolio management or investment analysis is required, along with strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, or related quantitative field.
• CFA designation is highly preferred.
• Minimum of 7 years of portfolio management or investment analysis experience.
• Proven track record of managing portfolios and achieving benchmark performance.
• Strong knowledge of financial markets and asset classes (equities, fixed income, alternatives).
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Excellent analytical, decision-making, and client-relationship skills.
• Ability to work independently in a remote environment.
• Familiarity with portfolio management software and trading platforms.

Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Manage and monitor investment portfolios, making adjustments as necessary to optimize performance.
• Conduct thorough fundamental and technical analysis of securities and markets.
• Identify and evaluate investment opportunities across various asset classes.
• Maintain a deep understanding of macroeconomic trends and their impact on investments.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Collaborate with research analysts and traders to inform investment decisions.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Prepare investment reports and presentations for clients and management.
• Contribute to the firm's investment research and thought leadership.

Skills

CFA designation

Financial modeling

Valuation techniques

Statistical analysis

Client relationships

Decision making

Remote work

Asset classes

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Portfolio management software

Trading platforms

Job description

About the Role Our client, a distinguished asset management firm, is seeking an accomplished Portfolio Manager to join their investment team. This position is fully remote, offering a unique opportunity to manage investment portfolios from any location within South Africa. The Portfolio Manager will be responsible for developing and executing investment strategies, managing client portfolios, conducting in-depth market research, and ensuring alignment with client objectives and risk tolerance. You will analyze market trends, identify investment opportunities, and make strategic asset allocation decisions. This role requires a deep understanding of financial markets, investment vehicles, and risk management principles, coupled with exceptional analytical and decision-making capabilities. The successful candidate will be instrumental in driving investment performance and fostering strong client relationships in a fully remote, collaborative setting.

Key Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Manage and monitor investment portfolios, making adjustments as necessary to optimize performance.
• Conduct thorough fundamental and technical analysis of securities and markets.
• Identify and evaluate investment opportunities across various asset classes.
• Maintain a deep understanding of macroeconomic trends and their impact on investments.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Collaborate with research analysts and traders to inform investment decisions.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Prepare investment reports and presentations for clients and management.
• Contribute to the firm's investment research and thought leadership.

Requirements

• Bachelor's degree in Finance, Economics, or a related quantitative field.
• CFA designation is highly preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis.
• Proven track record of successfully managing investment portfolios and achieving benchmark performance.
• Strong knowledge of financial markets, various asset classes (equities, fixed income, alternatives), and investment strategies.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Excellent analytical, critical thinking, and decision-making skills.
• Exceptional communication, presentation, and client relationship management skills.
• Ability to work independently, manage time effectively, and thrive in a remote work environment.
• Familiarity with portfolio management software and trading platforms.

Benefits

• Highly competitive salary and performance-driven bonus structure.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with generous company contributions.
• Generous paid time off and flexible working hours.
• Fully remote work opportunity.
• Opportunities for professional development, including support for CFA studies.
• Access to cutting-edge investment research tools.
• Dynamic and intellectually stimulating work environment.