Portfolio Manager

Role Description

The Portfolio Manager is responsible for managing investment portfolios to achieve clients’ financial objectives while maintaining appropriate risk and return profiles. This role involves developing, implementing, and monitoring investment strategies across multiple asset classes, ensuring alignment with portfolio mandates, market conditions, and long-term performance goals. The Portfolio Manager applies both quantitative and qualitative analysis to make informed investment decisions and deliver consistent, risk-adjusted returns.

Key responsibilities include constructing and managing portfolios, conducting ongoing performance evaluation, and adjusting asset allocations in response to changing market dynamics. The Portfolio Manager performs in-depth analysis of securities, sectors, and macroeconomic indicators to identify investment opportunities and risks. The role also includes preparing portfolio reviews, reporting to clients or internal stakeholders, and contributing to investment committee discussions.

The Portfolio Manager works closely with research analysts, traders, and risk management teams to ensure that investment decisions are well-supported and aligned with firm strategy. The role requires continuous monitoring of portfolio performance, benchmarking results against targets, and implementing hedging or rebalancing strategies as needed.

This position demands strong analytical skills, sound judgment, and a disciplined investment approach. The Portfolio Manager must be able to communicate complex investment concepts clearly, build strong relationships with clients and internal teams, and demonstrate accountability for portfolio outcomes.

This opportunity offers the chance to play a key role in shaping investment strategies, managing risk, and delivering value in a performance-driven environment. The ideal candidate demonstrates a combination of technical expertise, market insight, and strategic thinking.

Qualifications

• Strong academic foundation in finance, economics, mathematics, or a related discipline.
• In-depth understanding of portfolio management principles, asset allocation, and investment risk management.
• Proficiency in financial modeling, performance measurement, and investment analysis.
• Knowledge of multiple asset classes, including equities, fixed income, and alternative investments.
• Experience with financial and analytical tools such as Bloomberg, FactSet, Refinitiv, or Morningstar.
• Strong quantitative and analytical skills with the ability to interpret complex market data.
• Excellent communication and presentation skills for client reporting and stakeholder engagement.
• Ability to work collaboratively with research, trading, and operations teams.
• Strong organizational skills, attention to detail, and a results-driven mindset.
• Professional integrity, sound judgment, and a commitment to delivering superior investment outcomes.