The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Job Summary:
We are seeking a skilled Portfolio Manager to become an asset to an amazing financial group. In this role, you will be responsible for managing investment portfolios, providing financial advice, and building relationships with clients. Along with the base salary, there are also consistent opportunities for commissions and bonuses!
Responsibilities:
- Manage investment portfolios for clients, ensuring optimal performance and risk management
- Design and monitor existing portfolios with a goal of sorting them into 1 of 10 client service models, as well as ensuring clients are well-positioned
- Conduct financial analysis to assess portfolio performance and make recommendations for adjustments
- Collaborate directly with team and managing director, along with providing quarterly reports
- Build and maintain strong client relationships through regular communication and meetings
- Monitor market trends and economic indicators to inform investment decisions
- Collaborate with internal teams to ensure compliance with regulations and company policies
Requirements:
- Bachelor's degree in Finance, Economics, or related field
- CFA or CFP preferred, but not required
- Strong knowledge of investment products, financial markets, and industry trends
- Proven experience in asset management, portfolio management, or related financial field
- Familiarity with Wills trusts estate law, tax regulations, and financial planning principles
- Excellent analytical skills with the ability to interpret complex financial data
- Exceptional relationship management skills with a focus on client satisfaction
- Ability to invest strategically while considering risk management practices
- Demonstrated financial acumen and understanding of financial analysis techniques
If you are a dedicated professional with a passion for finance and a talent for managing portfolios effectively, we would love to discuss this with you!
Job Type: Full-time
Pay: $55,000.00 - $60,000.00 per year
Benefits:
Experience level:
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Ability to Relocate:
Work Location: In person
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