Portfolio Manager

Or a second generation family run organization that focuses on financial health for high net-worth individuals and small to medium size businesses we pride ourselves in our proprietary for thinking software and creative portfolio management strategies. We offer a very lighthearted, fun working environment while providing great benefits, and the ability to flex schedules for family needs.

Medical Benefits for the Family
Flexible Work Schedule
Strong Base Salary and Bonus
State of the Art Technology

Job Details:

As a Portfolio Manager, you will be at the heart of our organization's financial management department, playing a crucial role in managing and overseeing our investment portfolio. This is an exciting opportunity for a seasoned professional who is passionate about investment management, risk management, and investment strategies. You will have the chance to work with a dynamic team, drive financial growth, and make a significant impact on our organization's success.

Responsibilities:

1. Develop, implement, and manage investment strategies that align with our company's financial goals.
2. Oversee the management of a diverse investment portfolio, including equities, bonds, real estate, and other assets.
3. Conduct thorough risk assessments and develop robust risk management strategies to mitigate potential financial losses.
4. Collaborate with financial analysts to assess financial data, market trends, and investment opportunities.
5. Provide insightful reports and recommendations to senior management on investment performance and future strategies.
6. Ensure compliance with industry regulations and uphold the highest standards of financial ethics.
7. Continually monitor and evaluate the performance of the investment portfolio, making adjustments as necessary to optimize returns.
8. Foster strong relationships with clients, stakeholders, and industry professionals to enhance investment opportunities and business growth.

Qualifications:

1. Bachelor's degree in Finance, Economics, Business Administration, or related field. An advanced degree such as an MBA or a professional certification like CFA is preferred.
2. A minimum of 5 years of experience in investment management, risk management, and developing investment strategies.
3. Proven track record of managing a diverse investment portfolio with demonstrated positive returns.
4. In-depth knowledge of financial markets, investment strategies, and risk management principles.
5. Strong analytical skills and the ability to interpret complex financial data.
6. Excellent communication and presentation skills, with the ability to explain complex financial concepts to a non-financial audience.
7. High level of integrity and professionalism, with a commitment to upholding financial ethics.
8. Ability to work under pressure, manage multiple priorities, and make strategic decisions in a fast-paced environment.
9. Proficiency in financial analysis software and tools.
10. Strong leadership skills, with the ability to inspire and guide a team towards achieving financial goals.