Portfolio Manager

Roles & Responsibilities

Job Summary

Responsible for managing investment portfolios on behalf of clients, making informed investment decisions, and ensuring alignment with clients' financial goals and objectives.

Key Responsibilities

1. Portfolio Construction : Develop and implement investment strategies, selecting suitable assets and allocating investments across various classes.

2. Asset Allocation : Determine optimal asset allocation for each portfolio, balancing risk and potential returns.

3. Risk Management : Identify, assess, and mitigate potential risks within portfolios, ensuring alignment with clients' risk tolerance.

4. Performance Monitoring : Continuously monitor portfolio performance, rebalancing as necessary to maintain optimal asset allocation.

5. Client Communication : Provide regular portfolio updates, market insights, and investment recommendations to clients.

Tell employers what skills you have

Wealth Management

Microsoft Office

Investment Strategies

Due Diligence

Financial Planning

Investments

Risk Management

Portfolio Management

Financial Advisory

Financial Services