Job Overview: The Portfolio Manager is responsible for managing a diverse investment portfolio, ensuring the optimal allocation of capital across various funding strategies and asset classes. This role involves analyzing market trends, evaluating investment opportunities, managing risks, and ensuring that the portfolio aligns with the company’s financial objectives. The Portfolio Manager will collaborate with senior management, analysts, and clients to maximize returns and minimize risks while meeting long-term goals. The position is fully remote, and the candidate must work in the Eastern Standard Time (EST) zone.
Key Responsibilities:
- Portfolio Management & Strategy Development:
- Oversee the management and performance of a portfolio of investments, ensuring alignment with the company’s investment strategy and client objectives.
- Develop, implement, and adjust portfolio strategies to achieve targeted returns while managing risk in line with the company’s risk appetite and investment policies.
- Identify new investment opportunities, evaluate potential risks and returns, and make recommendations for investment decisions.
- Investment Research & Analysis:
- Conduct in-depth research and analysis of financial markets, industry trends, economic conditions, and individual investments to identify opportunities and risks.
- Utilize quantitative and qualitative models to assess the potential impact of market movements, interest rates, and macroeconomic factors on the portfolio.
- Analyze financial statements, forecasts, and other data sources to assess the viability and risk of potential investments.
- Risk Management & Compliance:
- Monitor and manage the risk exposure of the portfolio, including assessing market, credit, liquidity, and operational risks.
- Ensure the portfolio adheres to regulatory requirements, internal policies, and compliance standards.
- Implement risk mitigation strategies and adjust portfolio allocations to reduce exposure to adverse market movements.
- Performance Monitoring & Reporting:
- Continuously monitor portfolio performance and make adjustments to ensure that performance benchmarks and investment objectives are met.
- Prepare detailed performance reports, including risk/return analysis, investment performance, and any necessary corrective actions.
- Present regular updates on portfolio performance to senior management, clients, and stakeholders, ensuring clear and transparent communication.
- Client Relationship & Communication:
- Maintain strong relationships with clients and investors, providing updates on portfolio performance, market conditions, and investment strategies.
- Communicate investment recommendations, including changes to portfolio allocations or new investment opportunities, to clients and stakeholders.
- Address client concerns and queries, ensuring that portfolio management strategies align with client needs and expectations.
- Asset Allocation & Capital Allocation:
- Determine the optimal asset allocation strategy for the portfolio based on market conditions, risk tolerance, and investment goals.
- Manage the allocation of capital across various asset classes, such as equities, fixed income, private equity, real estate, or alternative investments.
- Review portfolio holdings regularly and adjust asset allocations to capitalize on market trends or reduce exposure to underperforming assets.
- Investment Transactions & Execution:
- Work with trading and operations teams to execute investment transactions, ensuring timely and cost-effective implementation of portfolio decisions.
- Ensure that investment trades and transactions are in compliance with internal guidelines and regulatory requirements.
- Negotiate investment terms and conditions with counterparties, ensuring the best terms for the company and its clients.
- Market and Industry Insights:
- Stay informed of global market developments, economic trends, and financial innovations to adjust portfolio strategies accordingly.
- Attend industry conferences, meetings, and seminars virtually to build knowledge and maintain a competitive edge in the capital funding and investment sectors.
Skills and Qualifications:
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (MBA, CFA, or other advanced certifications preferred).
- Experience:
- At least 5-7 years of experience in portfolio management, investment management, or asset management, preferably in a capital funding or investment firm.
- Proven track record of managing diversified portfolios, with experience in both public and private investments.
- Strong understanding of financial markets, investment products, and capital funding strategies.
- Skills:
- Strong analytical, quantitative, and financial modeling skills.
- Deep knowledge of asset classes, investment vehicles, and risk management techniques.
- Proficiency in investment management software, Bloomberg Terminal, and advanced Excel modeling.
- Exceptional communication and interpersonal skills, with the ability to explain complex financial concepts to clients and stakeholders.
- In-depth understanding of regulatory environments, compliance requirements, and best practices in portfolio management.
- Ability to work under pressure and make decisions in a fast-paced, dynamic environment.
- High degree of self-motivation, organization, and ability to manage tasks independently in a remote work environment.
Work Environment:
- This is a remote position, with the expectation that the candidate works from home.
- The Portfolio Manager must work in the Eastern Standard Time (EST) zone to align with the company's operational hours and collaborate with team members across various locations.
- Flexibility is required to accommodate urgent portfolio adjustments or client communications that may arise outside standard working hours.
Compensation:
- Competitive salary based on experience and qualifications.
- Performance-based bonuses, profit-sharing, and incentive programs.
- Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
This position provides an exciting opportunity to manage a dynamic portfolio while enjoying the flexibility of remote work. The Portfolio Manager plays a key role in maximizing returns for clients and ensuring that investment strategies are aligned with the company’s objectives, all within a flexible, work-from-home environment in the EST time zone.