Strategic Investment Portfolio Manager

Leeds Professional Resources

Miami (FL)

On-site

USD 120,000 - 180,000

Full time

11 days ago

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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.