Portfolio Manager
augmentjobs
- California City, CA
- Permanent
- Full-time
- Develop and implement investment strategies to meet client objectives and financial goals.
- Conduct research and analysis of financial markets, economic trends, and individual securities to identify investment opportunities.
- Make buy, sell, or hold decisions for portfolio holdings based on fundamental analysis, valuation techniques, and risk assessment.
- Monitor portfolio performance, track market trends, and adjust asset allocations as needed to optimize risk-return profiles.
- Communicate with clients to provide updates on portfolio performance, investment recommendations, and market outlook.
- Collaborate with investment research analysts, traders, and other team members to leverage expertise and resources in managing portfolios.
- Stay informed about regulatory changes, industry developments, and best practices in portfolio management.
- Bachelor's degree in finance, economics, or a related field (Master's degree or CFA designation preferred).
- Strong analytical skills and proficiency in financial analysis, valuation modeling, and risk management.
- Experience in portfolio management, investment analysis, or asset allocation preferred.
- Knowledge of financial markets, investment products, and portfolio construction techniques.
- Excellent communication and interpersonal skills, with the ability to convey complex investment concepts to clients and stakeholders.
- Ability to work independently and collaboratively in a team environment, managing multiple portfolios and client relationships.
- Understanding of regulatory requirements, compliance standards, and fiduciary responsibilities in portfolio management.