Duties and Responsibilities

• Develop and implement investment strategies that align with client objectives and risk tolerance.
• Conduct thorough market research and analysis to identify investment opportunities and risks.
• Manage and monitor client portfolios, making adjustments as necessary to align with investment goals and market conditions.
• Communicate effectively with clients to provide updates, and investment recommendations, and answer inquiries.
• Collaborate with the research team to leverage market insights and analysis in portfolio management decisions.
• Ensure compliance with regulatory requirements and internal policies in all investment activities.
• Participate in client meetings and presentations to report on investment performance, market outlook, and strategic recommendations.
• Continuously improve investment processes and strategies through market analysis, performance tracking, and feedback from clients and team members.

Job Requirements

Education:

• Bachelor’s Degree in Finance, Economics, or a related field; a Master’s degree or CFA designation is highly preferred.

Experience:

• Minimum of 5 years of experience in investment management or a related role, with a proven track record of managing client portfolios.
• Strong understanding of financial markets, investment strategies, and portfolio management principles.
• Excellent analytical, decision-making, and problem-solving skills.
• Exceptional communication and presentation skills, with the ability to convey complex investment concepts to a non-technical audience.
• High level of professionalism and integrity, with a commitment to client service.
• Ability to work collaboratively in a team environment and independently manage responsibilities.

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