Portfolio Manager

Description:

Position: Portfolio Manager

Reporting to: Head of Investments / CIO

Role Overview:

The Portfolio Manager will be responsible for managing client investment portfolios in line with their financial objectives and risk profiles. This role involves close collaboration with research, trading, and relationship management teams to design, implement, and monitor investment strategies while ensuring optimal portfolio performance and client satisfaction.

Key Responsibilities:

- Design and implement customized investment strategies based on client objectives, risk tolerance, and market conditions.

- Conduct detailed financial analysis, valuation, and due diligence on investment opportunities.

- Monitor portfolio performance and rebalance as required to optimize returns and manage risk.

- Communicate investment strategy, performance, and outlook to clients in a clear and professional manner.

- Collaborate with research analysts and traders to generate ideas and execute trades efficiently.

- Ensure compliance with regulatory guidelines, internal policies, and risk management frameworks.

- Stay updated on macroeconomic trends, market developments, and regulatory changes.

- Build and maintain strong, long-term client relationships, understanding evolving financial needs.

Required Skills & Qualifications:

- Proven ability to construct, manage, and optimize multi-asset portfolios.

- Strong expertise in financial analysis, valuation, and investment research.

- In-depth understanding of investment strategies, asset allocation, and risk management.

- Excellent communication and presentation skills.

- Strong team orientation with the ability to collaborate across functions.

- Bachelors degree in Finance, Economics, or related field; MBA and/or CFA preferred.

- 6-12 years of experience in portfolio management, investment research, or related roles.