Develop and implement an investment strategy for the portfolio to achieve financial goals and objectives.
Conduct thorough research and analysis of potential investment opportunities, including financial statements and market trends.
Monitor and evaluate the performance of investments in the portfolio, making recommendations for adjustments as needed.
Manage and oversee the execution of trades and transactions within the portfolio, ensuring compliance with regulations and guidelines.
Stay informed and up-to-date on market developments, economic trends, and industry news that may impact the portfolio.
Assess and manage risk within the portfolio, implementing risk mitigation strategies when necessary.
Build and maintain relationships with clients, stakeholders, and other industry professionals to enhance the portfolio's reputation and attract new opportunities.
Continuously evaluate and improve portfolio management processes, systems, and tools to optimize efficiency and effectiveness.
Desired Candidate Profile
Professional certifications such as CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement).
Minimum of 5 years of work experience in portfolio management or a related field.
Experience in the financial services industry, preferably within asset management or investment banking.
Ability to work under pressure and meet deadlines, while maintaining a high level of attention to detail.