Portfolio Manager

Role Description

The Portfolio Manager is responsible for developing, implementing, and managing investment strategies that align with the organization’s objectives and risk appetite. This role involves overseeing a portfolio of assets, analyzing market trends, evaluating investment opportunities, and optimizing asset allocation to achieve superior risk-adjusted returns. The Portfolio Manager applies a disciplined, research-driven approach to investment decision-making and actively monitors performance to ensure alignment with strategic and financial goals.

Key responsibilities include constructing and maintaining investment portfolios, conducting comprehensive financial and market analysis, and developing insights to inform tactical and strategic decisions. The Portfolio Manager collaborates closely with research analysts, traders, and risk management teams to assess investment performance, identify opportunities, and adjust positions in response to market developments. The role requires a deep understanding of asset classes, financial instruments, and market dynamics, as well as the ability to translate analytical findings into actionable investment strategies.

The Portfolio Manager is expected to prepare regular reports, performance reviews, and presentations for internal and external stakeholders, articulating investment rationale, performance drivers, and outlook. The position also involves managing client or stakeholder relationships, ensuring transparency, trust, and alignment with investment objectives. Emphasis is placed on continuous monitoring of market conditions, portfolio risk factors, and macroeconomic trends to ensure portfolio resilience and optimal positioning.

The role requires strong analytical acumen, sound judgment, and a proactive approach to identifying and capitalizing on investment opportunities. The Portfolio Manager contributes to the firm’s overall investment philosophy, innovation, and long-term growth through disciplined portfolio management and strategic insight.

Qualifications

• Strong understanding of financial markets, investment products, and portfolio management principles.
• Proficiency in financial modeling, quantitative analysis, and valuation methodologies.
• Ability to construct, monitor, and optimize diversified investment portfolios.
• Experience with portfolio analytics, performance measurement, and risk management tools.
• Excellent analytical, problem-solving, and decision-making abilities.
• Strong written and verbal communication skills for presenting investment insights and strategies.
• Collaborative mindset with the ability to work closely with research, trading, and risk teams.
• High ethical standards, professionalism, and commitment to fiduciary responsibility.
• Continuous learning mindset and deep curiosity about global financial markets.