Portfolio Manager
Posted on :
28-02-2023
Employer Active
1 Vacancy
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Job Description
Req ID : 1950174
Responsibilities:
- Generating an investment policy statement, outlining our clients’ investment
- Constructing successful investment portfolios informed by market conditions and economic
- Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment
- Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market
- Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment
- Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud
- Prospecting for new
- Staying up to date with relevant investment and trading news, and economic
Employment Type
Full Time
Company Industry
Key Skills
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