Portfolio Strategist
2 weeks ago
Oversee client investment portfolios, develop tailored investment strategies and facilitate financial transactions across a range of asset classes. A dynamic Investment Manager is required to possess strong market knowledge, excellent interpersonal skills and a proven track record in managing client relationships and delivering investment performance.
Key Responsibilities:- Develop and implement investment strategies across multiple asset classes to achieve optimal risk-adjusted returns for clients.
- Conduct in-depth market research and financial analysis to support informed investment decisions.
- Monitor portfolio performance and adjust strategies as necessary to meet risk and return objectives.
- Prepare and present investment reports to internal stakeholders and clients, providing clear and actionable insights into portfolio performance.
- Maintain strong relationships with clients, partners and industry professionals through effective communication and collaboration.
- Stay up-to-date on market trends, economic developments and regulatory changes to remain competitive and adaptable.
- Mentor junior analysts and contribute to a culture of high performance and integrity within the organization.
- Bachelor's degree in Finance, Economics or related field.
- Minimum 5 years of relevant experience in investment management or related roles.
- Strong understanding of financial markets, investment products and risk management principles.
- Proven track record of delivering performance and building client relationships.
- Excellent analytical, detail-oriented and financial modeling skills.
- Superior communication and presentation skills.
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