Investment Portfolio Manager
Essential Duties and Responsibilities:
1. Portfolio Analysis and Research:
· Assist in conducting financial market research and analysis to identify investment opportunities.
· Analyze economic trends, industry sectors, and individual securities to support investment decision-making.
· Monitor and evaluate the performance of existing investment portfolios.
2. Investment Strategy Support:
· Collaborate with senior portfolio managers to develop and implement investment strategies.
· Assist in the construction and maintenance of investment portfolios based on client objectives, risk tolerance, and market conditions.
· Provide input on asset allocation decisions.
3. Risk Management:
· Contribute to the identification, measurement, and management of portfolio risks.
· Assist in the development and implementation of risk mitigation strategies.
· Monitor and report on portfolio risk exposures.
4. Client Interaction:
· Assist in preparing client reports and presentations on portfolio performance and strategy.
· Address client inquiries and provide relevant information.
· Communicate with clients to understand their investment goals and preferences.
5. Trade Execution:
· Assist in the execution of trades and ensure compliance with regulatory guidelines.
· Monitor trade settlement processes and resolve any discrepancies.
6. Performance Measurement:
· Track and measure portfolio performance against benchmarks.
· Generate performance reports and analyze results.
· Identify areas for improvement and make recommendations.
7. Compliance and Regulation:
· Stay informed about relevant financial regulations and ensure portfolio management activities comply with legal and regulatory requirements.
· Contribute to the development and implementation of compliance policies and procedures.
8. Technology and Tools:
· Utilize financial models, analytics tools, and software for portfolio analysis.
· Stay updated on technological advancements in the finance industry.
9. Team Collaboration:
· Work closely with other members of the portfolio management team, research analysts, and other departments within the organization.
· Contribute to team discussions and strategy sessions.
10. Professional Development:
· Stay informed about market trends, economic indicators, and industry developments.
· Pursue professional certifications (such as CFA) and engage in continuous learning.
Overall, an Associate Portfolio Manager is expected to play a supportive role in the portfolio management process, contributing to the success of the team by providing valuable analysis, insights, and assistance in the management of investment portfolios.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To be considered an ideal candidate the following requirements would be preferred:
· Bachelor’s degree in finance, business administration, economics or related field
· 3+ years of private asset management experience or trust investments
· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.
· Ability to apply and communicate knowledge of investment fundamentals, product knowledge, procedures of the organization as well as regulatory requirements in the course of managing both client accounts and relationships.
· A demonstrated ability to communicate well, verbally and in writing, with clients, partners and internal stakeholders.
· Experience with software: Microsoft Office, Greenhill, Morningstar, FI360, Bloomberg, InfoVisa, Kwanti
