Job Description
Overview
We are seeking a skilled and motivated Portfolio Manager to join our dynamic team. The ideal candidate will be responsible for managing investment portfolios, ensuring optimal performance while aligning with client objectives. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to build and maintain relationships with clients and stakeholders.
Duties
- Develop and implement investment strategies tailored to client goals and risk tolerance.
- Conduct thorough financial analysis and research to identify investment opportunities.
- Perform cash management and monitor portfolio performance regularly.
- Analyze risks associated with various investment options and make informed recommendations.
- Manage relationships with clients, providing updates on portfolio performance and market trends.
- Collaborate with other financial professionals to enhance investment strategies.
- Stay updated on market conditions, economic trends, and regulatory changes affecting investments.
Skills
- Strong proficiency in cash management and financial analysis.
- Expertise in risk analysis to assess potential investment risks effectively.
- Excellent relationship management skills to foster client trust and satisfaction.
- Solid research capabilities to gather relevant data for informed decision-making.
- Strong mathematical skills for accurate financial modeling and analysis.
- Ability to invest strategically while considering market dynamics.
Qualifications
- Bachelor Degree, MBA preferred
- Minimum of 8 years Investment Management and Finance experience
- CFA or in the process of obtaining
- Series 7, 65/66
Join us as a Portfolio Manager where you will play a crucial role in shaping our clients' financial futures through expert portfolio management. Your insights will help drive successful investment outcomes while fostering lasting relationships with our clients.
Job Type: Full-time
Pay: $125,000.00 - $175,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Investment management: 8 years (Required)
License/Certification:
- Series 7 (Required)
- Series 66 (Required)
Work Location: Hybrid remote in Austin, TX 78746