
Portfolio Manager
2 days ago
Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.
Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.
Portfolio Manager Job Responsibilities:
- Design and implement investment strategies, processes and policies
- Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements
- Monitor performance and risk of company portfolios
- Prepare performance reports for management, advisors and clients
- Prepare monthly market commentary for distribution
- Review commentary with internal staff for questions and market education.
- Help manage client interactions and communications
- Trade global markets
- Research and present investment strategies
- Identify and cultivate new clients
- Develop and grow a book of business
- Support Avrio’s management, advisors, clients and prospects
**Requirements, Skills, Education**:
- Proven work experience as a Portfolio Manager or similar role
- Strong understanding of investment strategies and risk management
- Fluent in written and spoken English
- Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
- Effective presentation skills
- Master’s degree in business, finance, investment or a related field preferred
- CFA (Chartered Financial Analyst) a plus
- Computer skills including MS Office, Bloomberg and trading software.
As a small company, Avrio offers and requires flexibility. We work closely as a team and support each other and all clients. Competitive wage, health insurance and potential for employee stock ownership in the future.
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