Job Brief

We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.

A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.

Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

Responsibilities

• Generating an investment policy statement outlining our clients’ investment objectives
• Constructing successful investment portfolios informed by market conditions and economic trends
• Buying and selling securities in client accounts to maintain a specific investment strategy or to reach an investment objective
• Provide client consultation to develop investment objectives
• Provide advice and guidance for investment opportunities to customers
• Create reports on investment performance and activity
• Communicate with clients about their accounts, market conditions and economic trends
• Manage equity and bond portfolios to maximize investment returns
• Commensurate acceptable levels of risk based on client instructions

Requirements

• Proven work experience as a Portfolio Manager or similar role
• Strong understanding of investment strategies and risk management
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Master’s degree in business, finance, investment or a related field preferred