Portfolio Manager
CLEAR STORY New York
We are seeking an experienced Portfolio Manager to manage investment portfolios for our clients. The successful candidate will have a strong background in investment management, excellent analytical and communication skills, and the ability to work in a fast-paced environment.
Key Responsibilities:
- Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance.
- Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions.
- Develop and implement investment strategies to achieve client goals.
- Monitor and adjust portfolios as needed to ensure optimal performance.
- Collaborate with internal teams, including research, trading, and operations.
- Communicate with clients to understand their investment objectives, risk tolerance, and financial goals.
- Prepare and present portfolio performance reports to clients.
- Stay up-to-date with industry trends, regulatory changes, and market developments.
SourceOwlsRutherford (NJ), 9 mi from New York
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