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Portfolio Manager

Job title: Portfolio Manager

Location: [Company location]

Reports to: [Chief Investment Officer]

Employment type: [Full-time]

Job summary:

We're looking for a Portfolio Manager to manage [equity, fixed income, or multi-asset] portfolios for [client type] at [firm name]. The right person builds disciplined portfolios, manages risk, and explains performance clearly to clients.

Portfolio managers turn research into investment results. Strong portfolio decisions grow client assets and keep risk within agreed limits.

Key responsibilities:

  • Build and manage portfolios in line with investment objectives and guidelines.
  • Make buy and sell decisions based on research and valuation.
  • Set position sizes and manage portfolio risk and diversification.
  • Monitor performance against benchmarks and explain results.
  • Rebalance portfolios and manage cash flows.
  • Work with analysts to review ideas and investment theses.
  • Use tools such as [Bloomberg, FactSet, or Aladdin] for analysis and trading.
  • Meet with clients and consultants to review strategy and results.
  • Follow [SEC, FCA, ASIC, or SEBI] regulations, fiduciary duties, and firm compliance policies.
  • Write market commentary and quarterly portfolio reports.
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field; MBA preferred.
  • CFA charter preferred.
  • [X]+ years of investment management experience, including [X]+ years managing portfolios.
  • Track record of investment performance.
  • Strong knowledge of portfolio construction and risk management.
  • Series 65 or 66 (investment adviser registration) [or the IMC (UK), ASIC adviser requirements (AU), or SEBI investment adviser registration (India)], if required.
Skills:
  • Portfolio construction.
  • Risk management.
  • Investment analysis.
  • Decision-making.
  • Client communication.
  • Market judgment.
Nice to have:
  • Experience with ESG or factor-based strategies.
  • Python or quantitative modeling skills.
  • Experience managing institutional mandates.
Benefits:
  • [Health, dental, and vision insurance, or private medical cover]
  • [Retirement plan, such as a 401(k), pension, or superannuation]
  • [Paid time off and holidays]
  • [Performance bonus]
  • [Co-investment opportunities]
  • [Salary range]

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