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Portfolio Manager
2 months ago
- Developing Investment Policy Statements: Create comprehensive policy statements outlining clients' investment objectives, risk tolerance, and return expectations.
- Portfolio Construction and Management: Construct and manage investment portfolios that align with clients' goals, taking into account market conditions, economic trends, and regulatory requirements.
- Security Transactions: Execute buying and selling of securities in client accounts to maintain a specific investment strategy or achieve investment objectives.
- Risk Management: Determine acceptable risk levels for clients based on their time frames, risk preferences, return expectations, and market conditions.
- Client Relationship Management: Foster and maintain strong relationships with new and existing clients, providing regular updates on market conditions, investment research, and economic trends, and meeting with them to discuss portfolio performance and investment objectives.
- Portfolio Performance Evaluation: Regularly evaluate the performance of investment portfolios and ensure compliance with regulatory standards, including investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Business Development: Identify and pursue new business opportunities, including prospecting for new clients.
- Industry Knowledge: Stay up-to-date with relevant investment and trading news, as well as economic trends, to provide informed advice to clients.