Steward
$ 190,000 Annually
Fulltime | Remote
New York, London
Portfolio Manager
Manage investment portfolios for individuals or institutions. Portfolio managers make strategic investment decisions to meet client objectives while minimizing risks and maximizing returns.
Overview
We’re looking for a seasoned and strategic Portfolio Manager to oversee and optimize investment portfolios, ensuring alignment with client goals and financial objectives. Join our team to manage assets, analyze market trends, and make data-driven decisions to maximize returns and minimize risks.
This is a full-time position based in [New York, London/remote options if applicable].
How you will make an impact here
Manage investment portfolios by analyzing market trends, assessing risks, and making informed investment decisions.
Develop, implement, and execute investment strategies tailored to clients' financial goals and risk tolerance.
Monitor portfolio performance, adjusting strategies as needed to ensure optimal returns.
Stay updated on market developments, economic indicators, and global financial news to inform investment decisions.
Collaborate with clients to understand their goals and provide regular updates and recommendations on portfolio performance.
Ensure compliance with regulatory standards and internal policies in all portfolio management activities.
Qualifications
5+ years of experience in portfolio management, investment analysis, or a related field.
Strong understanding of financial markets, investment strategies, and asset classes.
Proficiency in portfolio management software, financial modeling, and analytical tools.
Excellent communication skills, with the ability to present investment strategies and portfolio performance clearly to clients.
CFA or similar professional certification is highly preferred.
Bachelor’s degree in Finance, Economics, or a related field (Master’s or relevant certifications a plus).
Benefits
Competitive salary with performance-based bonuses and incentives.
Comprehensive health, dental, and vision insurance for you and your family.
Professional development opportunities, including certifications, training programs, and industry conferences.
Flexible work options, including remote work and a home-office stipend.
Generous vacation, sick leave, and parental leave policies.
Access to wellness programs and financial planning resources.
Collaborative and inclusive work culture with opportunities for growth and advancement.