Senior Portfolio Manager
Posted on :
01-12-2021
Employer Active
1 Vacancy
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Job Description
Req ID : 800532
primarily responsible for creating and managing investment allocations for private clients
can work with individuals and families, orfocus their attention on institutional or corporate investors
follows a predetermined strategy for investment, dictated by aninvestment policy statement(IPS), to achieve a client's investment objectives.
craft the investment packages supplied to clients
manage client expectations and transactions
buy and sell securities in an investor's account to maintain a specific investment strategy or objective over time.
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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