Portfolio Manager

Job Brief

Portfolio managers are investment professionals who create portfolios for clients in order to achieve their desired returns on investments. They can be individuals or institutions and are responsible for providing investment opportunities to their clients.

Job Description

• ● 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

Job 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