Job Summary

A Portfolio Manager (also referred to as a Money Manager), is responsible for formulating investment strategies, making informed investment decisions, and ensuring that client portfolios are aligned with their financial goals and risk tolerance. The role requires a deep understanding of financial markets, investment products, risk management, and the ability to make data-driven decisions in a dynamic and fast-paced environment.

Portfolio Management

• Manage client investment portfolios, including equities, fixed income, derivatives, real estate, and alternative assets.
• Develop and implement personalized investment strategies based on clients’ financial goals, risk tolerance, and investment time horizon.
• Continuously monitor portfolio performance, adjusting asset allocation, and rebalancing portfolios as needed to maintain optimal risk-return profiles.
• Ensure that portfolios meet or exceed performance benchmarks, targeting long-term growth while managing risk.

Investment Research & Strategy Development

• Conduct in-depth research on various asset classes, including equities, bonds, commodities, and alternative investments.
• Analyze economic data, market trends, company fundamentals, and geopolitical developments to inform investment decisions.
• Build and maintain financial models to evaluate the potential risks and returns of investment opportunities.
• Stay current on market developments and adjust strategies to reflect changes in economic conditions, market sentiment, and emerging trends.
• Identify market inefficiencies and leverage investment opportunities to generate alpha for client portfolios.

Risk Management & Compliance

• Develop and implement risk management strategies to safeguard clients’ investments, including portfolio diversification and hedging techniques.
• Regularly assess the risk exposure of portfolios to market, credit, interest rate, and liquidity risks, and take proactive steps to mitigate these risks.
• Ensure portfolio compliance with all regulatory requirements, internal policies, and client investment guidelines.
• Monitor key performance indicators (KPIs) such as Sharpe ratios, alpha, beta, and other risk-adjusted return measures to assess portfolio performance.

Client Relationship Management

• Build and maintain strong, long-term relationships with clients by providing exceptional service and transparent communication.
• Regularly meet with clients to discuss their portfolio performance, explain investment strategies, and answer any questions about market conditions.
• Provide clients with timely updates on market trends, portfolio performance, and strategic adjustments.
• Educate clients on complex financial concepts and ensure they understand the rationale behind investment decisions.

Portfolio Performance Evaluation

• Evaluate portfolio performance against benchmarks and industry standards to identify areas for improvement or rebalancing.
• Provide detailed performance reports that highlight key drivers of returns, portfolio adjustments, and the rationale behind investment decisions.
• Prepare and deliver presentations to clients and internal stakeholders, outlining portfolio performance, strategy updates, and market outlook.

Business Development & Strategy

• Assist in business development efforts, including meeting potential clients, delivering pitches, and showcasing portfolio performance to attract new clients.
• Work closely with sales and marketing teams to communicate the value proposition of investment products and services to prospective clients.
• Support the firm’s growth by identifying new investment products or services to meet client needs and enhance portfolio offerings.

Technical Skills

• Strong proficiency in financial modeling, portfolio analysis, and risk management techniques.
• Expertise in using portfolio management tools and software (e.
g., Bloomberg, FactSet, Morningstar Direct, Charles River, or others).
• Advanced proficiency in Microsoft Excel for financial modeling, data analysis, and reporting.
• Familiarity with programming languages (e.
g., Python, R, SQL) for data analysis and automation is a plus.

Investment Knowledge

• Deep understanding of investment products, including stocks, bonds, derivatives, mutual funds, ETFs, real estate, and alternative investments.
• Knowledge of macroeconomic indicators, financial statements, and valuation techniques.
• Experience in building and managing portfolios in different market environments, including bull, bear, and volatile markets.

Analytical & Problem-Solving Skills

• Strong quantitative and qualitative analysis skills with the ability to make data-driven decisions under pressure.
• Ability to develop and implement complex investment strategies that are aligned with clients’ financial goals and objectives.
• Excellent critical thinking and problem-solving abilities to assess market opportunities and risks.