Our Client In The Financial Services Sector Is Looking To Engage A Portfolio Manager To Join Their Team. Candidate Must Oversee The Trading Activities And Implement The Investment Strategy To Achieve The Investment Objective Determined For The Fund.
Duties Include:
1) Provide Client Consultation To Develop Investment Objectives
2} Provide Advice And Guidance For Investment Opportunities To Customers
3) Create Reports On Investment Performance And Activity
4) Communicate With Clients About Their Accounts, Market Conditions And Economic Trends
5) Manage Equity And Bond Portfolios To Maximize Investment Returns
6} Commensurate Acceptable Levels Of Risk Based On Client Instructions
7) Direct Activities Of Accounting Or Operations Departments.
8) Develop Or Direct Development Of Offering Documents Or Marketing Materials.
4) Develop, Implement, Or Monitor Security Valuation Policies.
5) Review Offering Documents Or Marketing Materials To Ensure Regulatory Compliance.
6) Present Investment Information, Such As Product Risks, Fees, Or Fund Performance Statistics.
7) Prepare For And Respond To Regulatory Inquiries.
8) Verify Regulatory Compliance Of Transaction Reporting.