REMOTE Portfolio Manager

Jobvertise.com - Jobboard; Austin (TX); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading company in the financial industry is seeking an experienced Portfolio Manager to oversee investment portfolios for clients. The ideal candidate will have a strong investment management background and excellent analytical and communication skills, demonstrating the ability to thrive in a dynamic environment.

Qualifications

• Minimum 5 years of experience in investment management.
• Proven track record of managing investment portfolios.
• Ability to work in a fast-paced environment.

Responsibilities

• Manage investment portfolios for clients, ensuring alignment with investment objectives.
• Conduct thorough analysis of market trends and economic conditions.
• Develop investment strategies to achieve client goals.

Skills

Analytical skills

Communication skills

Problem-solving skills

Education

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

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

Tools

Microsoft Excel

Investment 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.

Raquel Anna
DESIGNWORKS
332 S Michigan Ave Suite 121,
Chicago, IL 60604
Phone: [phone]

* Free services are subject to limitations