ociate Portfolio Manager

Job Title: Associate Portfolio Manager

Job Overview:
The Associate Portfolio Manager will assist in the daytoday management of investment portfolios working closely with senior managers to provide research analysis and recommendations. The role involves maintaining client relationships tracking investment performance and implementing portfolio strategies to achieve client objectives.

Responsibilities:

• Assist in managing and monitoring investment portfolios for clients.
• Conduct market research and financial analysis to identify investment opportunities.
• Prepare reports on portfolio performance including risk and return analysis.
• Collaborate with senior portfolio managers to develop and implement investment strategies.
• Maintain and build strong client relationships by addressing inquiries and providing updates.
• Ensure compliance with industry regulations and company policies.
• Monitor and rebalance portfolios to align with client goals and risk tolerance.
• Participate in client meetings and presentations.

Qualifications:

• Bachelors degree in finance economics or related field.
• CFA Level 1 or progress toward CFA designation preferred.
• 13 years of experience in investment management financial analysis or related roles.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel financial modeling and portfolio management tools.
• Ability to work collaboratively in a fastpaced environment.
• Knowledge of financial markets and investment products.

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