Portfolio Manager
Gretel Brooklyn
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.
Requirements:
- Bachelor's degree in Finance, Economics, or related field.
- Advanced degree (e.g., MBA, CFA) preferred.
- Minimum 5 years of experience in investment management or a related field.
- Proven track record of managing investment portfolios.
- Strong analytical, communication, and problem-solving skills.
- Ability to work in a fast-paced environment.
- Proficiency in Microsoft Office, particularly Excel.
- Familiarity with investment management software and systems.
Nice to Have:
- Chartered Financial Analyst (CFA) designation.
- Experience with portfolio management software, such as BlackRock Aladdin or FactSet.
- Knowledge of programming languages, such as Python or R.
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