Portfolio Manager

New Today

Key Responsibilities:
1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance.
2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions.
3. Develop and implement investment strategies to achieve client goals.
4. Monitor and adjust portfolios as needed to ensure optimal performance.
5. Collaborate with internal teams, including research, trading, and operations.
6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals.
7. Prepare and present portfolio performance reports to clients.
8. Stay up-to-date with industry trends, regulatory changes, and market developments.
Requirements:
1. Bachelor's degree in Finance, Economics, or related field.
2. Advanced degree (e.g., MBA, CFA) preferred.
3. Minimum 5 years of experience in investment management or a related field.
4. Proven track record of managing investment portfolios.
5. Strong analytical, communication, and problem-solving skills.
6. Ability to work in a fast-paced environment.
7. Proficiency in Microsoft Office, particularly Excel.
8. Familiarity with investment management software and systems.
Nice to Have:
1. Chartered Financial Analyst (CFA) designation.
2. Experience with portfolio management software, such as BlackRock Aladdin or FactSet.
3. Knowledge of programming languages, such as Python or R.
Apply
Location:
San Francisco

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