Senior Investment Portfolio Manager
Core
Develops investment proposals, manages resources, and provides strategic leadership for business and financial goals within an assigned portfolio/jurisdiction.
Role type
Senior Investment Portfolio Manager (Strategy & Business Development)
Builds
Integrated business development strategies, model portfolios, and strategic execution roadmaps
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Portfolio management principles, asset mix determination, fiduciary law, equity and fixed income markets, tax-related investment issues, regulatory environment knowledge, strategic leadership, data analysis, change management
Preferred skills
MBA, Finance certification
Technologies
Databases, analytics & reporting tools, spreadsheets
Responsibilities
Develops and recommends model portfolios based on statistical evaluation of risk, return, and correlations; Coordinates the management of databases ensuring alignment with data governance standards; Designs and produces regular and ad-hoc reports and dashboards; Leads change management programs including readiness assessments and stakeholder management; Oversees vendor relationships and contract negotiations; Provides administrative support including portfolio re-optimizations and performance measurement reports; Acts as a subject matter expert on regulations and policies for internal and external stakeholders.
Seniority
Senior, hands-on IC with strategic leadership