Portfolio Manager

Portfolio Manager

Alabama, United States

Job Detail

Job ID

132194

Job Description

We are looking for an experienced and results-driven Portfolio Manager to join our investment team. The ideal candidate will be responsible for managing a diverse portfolio of assets, developing investment strategies, and maximizing returns while managing risk. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.

Responsibilities:

  • Manage and oversee a portfolio of investments, ensuring alignment with client objectives and investment strategies
  • Conduct thorough market research and analysis to identify investment opportunities and assess market trends
  • Develop and implement investment strategies tailored to client needs and risk tolerance
  • Monitor portfolio performance, preparing detailed reports and presentations for stakeholders
  • Analyze financial data, economic indicators, and industry trends to inform investment decisions
  • Collaborate with research analysts and other team members to gather insights and support investment strategies
  • Rebalance and adjust portfolios as necessary to maintain desired asset allocation and risk levels
  • Communicate effectively with clients, providing updates on portfolio performance and addressing any concerns or inquiries
  • Stay updated on market developments, regulatory changes, and best practices in portfolio management
  • Mentor and train junior team members, fostering a collaborative and supportive team environment

Requirements:

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or CFA designation preferred
  • 5+ years of experience in portfolio management, investment analysis, or related financial services
  • Strong understanding of investment products, financial markets, and portfolio management techniques
  • Proficiency in financial modeling and analysis tools, as well as portfolio management software
  • Excellent analytical and problem-solving skills, with a strong attention to detail
  • Exceptional communication and interpersonal skills, with the ability to build relationships with clients and colleagues
  • Ability to work independently and manage multiple projects in a fast-paced environment
  • High level of professionalism, integrity, and ethical standards

Work Environment:

  • Office-based with potential for hybrid work options
  • Dynamic and collaborative work environment that encourages innovation and professional growth
  • Opportunities for career advancement and continuous education within the organization

Equal Opportunity Employer Statement:
We are committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, gender, disability, or any other protected characteristic.

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