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Investment Portfolio Manager

Company: Ascendo Resources
Location: Miami
Posted on: April 10, 2021

Job Description:

Job Description:

A Global Asset Management institution is looking to hire an Investment Portfolio Manager to join their Miami, FL based Investment Team

The Portfolio Manager (PM) is primarily responsible for creating and managing investment allocations for private clients. The Portfolio Managers will work with individuals and families. Also focus their attention on institutional or corporate investors.

Job Requirements: Duties and responsibilities:

  • Follows a predetermined strategy for investment, dictated by an investment policy (IP), to achieve a client's investment objectives.
  • Craft the investment packages supplied to clients and in some instances will simply manage client expectations and transactions. Buy and sell securities in an investor's account to maintain a specific investment strategy or objective over time.
  • Clients are placed into investment allocations developed or managed by a portfolio manager after suitability is established.
  • Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions. To achieve this end successfully, portfolio managers perform an interview to fully understand a client's investment needs and ensure those needs are met.
  • Successfully construct portfolios that are later used to position client assets, portfolio managers must maintain an in-depth understanding of market conditions, trends, and overall economic outlook. To do this, portfolio managers must keep up with relevant investment and trade news by reading timely, expert finance, or investment publications.
  • Regular contact with investor clients regarding market conditions, updated investment research, and economic trends are imperative to sustaining a viable book of business. Additionally, as part of their fiduciary duty, portfolio managers must meet with clients on at least an annual basis to ensure investment objectives have not shifted and current portfolio allocations are still in line with clients' initial requests.
  • Portfolio managers must periodically evaluate the performance of predetermined investment packages, as well as meet standards provided by regulatory organizations.
  • Ensure compliance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Qualifications
    • Minimum of 10 years in financial industry, (preferably in a Broker Dealer, Bank, Investment Company, Asset Management Company)
    • Robust problem-solving skills and work ethics
    • Excellent verbal and written communication skills, professional integrity, confidentiality, and great judgement
    • Portfolio Management typically requires at least an undergraduate degree in business, economics, or finance.
    • The Ideal candidate will be bilingual (English / Spanish) or English / Portuguese
    • +7 years' experience in the financial services or investment field, with a focus on providing portfolio recommendations to clients or in-depth financial or market analysis.
    • Chartered Financial Analyst (CFA) or CAIA designation is greatly desired
    • Proficient in MS Office, Bloomberg

Keywords: Ascendo Resources, Miami , Investment Portfolio Manager, Executive , Miami, Florida

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