Overview: As an Investment Manager, you will lead and oversee the management of investment portfolios on behalf of clients or institutions. Your role encompasses strategic planning, asset allocation, investment analysis, and portfolio management to optimize returns while managing risks. You will collaborate with clients, financial advisors, and investment teams to achieve financial objectives and deliver superior investment performance.
Roles And Responsibilities
Portfolio Management:
Develop and implement investment strategies and asset allocation models based on client objectives, risk tolerance, and market conditions.
Monitor and manage investment portfolios to maximize returns, mitigate risks, and ensure alignment with investment mandates and regulatory requirements.
Conduct ongoing review and analysis of portfolio performance, asset allocation, and investment opportunities.
Investment Analysis and Research:
Perform in-depth research and analysis of financial markets, asset classes, and individual securities to identify investment opportunities.
Utilize fundamental and technical analysis, financial modeling, and valuation techniques to evaluate investment risks and potential returns.
Generate investment recommendations and present findings to clients, investment committees, or stakeholders.
Client Relationship Management:
Build and maintain relationships with clients, understanding their financial goals, preferences, and risk tolerance.
Provide personalized investment advice, recommendations, and regular updates on portfolio performance and market developments.
Address client inquiries, concerns, and requests related to investment strategies, performance, and market outlook.
Risk Management and Compliance:
Assess and manage investment risks, including market risk, liquidity risk, and credit risk, through diversification and risk mitigation strategies.
Ensure compliance with regulatory requirements, investment guidelines, and internal policies in portfolio management and investment decision-making.
Conduct due diligence on investment opportunities and maintain documentation to support regulatory compliance and fiduciary responsibilities.
Reporting and Communication:
Prepare and present comprehensive investment reports, performance reviews, and portfolio analysis to clients and stakeholders.
Communicate investment strategies, market insights, and economic trends effectively to internal teams and external parties.
Collaborate with investment analysts, research teams, and financial advisors to enhance investment processes and client service delivery.
Compensation
Performance Bonus: May include performance-based incentives tied to investment performance, client retention, and business development.
Benefits: Comprehensive benefits package including health insurance, retirement plans (401(k)), profit-sharing, and potential equity participation.
Skills Required
Investment Expertise: Strong knowledge of financial markets, investment products, asset allocation strategies, and portfolio management techniques.
Analytical Skills: Advanced skills in financial analysis, quantitative analysis, and risk assessment to evaluate investment opportunities and portfolio performance.
Communication: Excellent interpersonal and communication skills to articulate complex investment concepts and strategies to clients and stakeholders.
Client Relationship Management: Ability to build trust, credibility, and long-term relationships with clients based on sound investment advice and superior service delivery.
Decision-Making: Strategic thinking and decisive judgment in making investment decisions under uncertainty and changing market conditions.
Regulatory Knowledge: Understanding of investment regulations, compliance requirements, and fiduciary responsibilities.
Education And Experience
Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s degree, CFA designation, or MBA preferred).
5+ years of experience in investment management, portfolio management, or related roles with a proven track record of successful portfolio management and client satisfaction.
Experience with investment management software, financial modeling tools, and proficiency in MS Excel and other analytical software.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
Referrals increase your chances of interviewing at Augment Jobs by 2x