Associate Portfolio Manager
Core
Design and implement multi-asset class discretionary portfolios, analyze market trends, and deliver client portfolio reviews and commentary.
Role type
Associate Portfolio Manager
Builds
Customized investment strategies for clients
Domain
Wealth Management / Investment Management
Required skills
Investment management, Financial analysis, Portfolio construction, Securities trading, Client presentation, Market research
Preferred skills
High-net-worth client experience, Marketing/sales background
Technologies
Stocks, Bonds, Mutual funds, ETFs
Responsibilities
Design and implement multi-asset class discretionary portfolios, Analyze financial market trends and economic conditions, Monitor investment strategies and recommend tactical allocation changes, Write client-friendly investment commentary and portfolio analysis, Execute securities trades in live-to-market environment, Monitor client portfolios for adherence to agreed strategy, Build and present portfolio proposals to prospective clients
Seniority
Mid-level, hands-on IC