Job Description
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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