Portfolio Manager
Full Time posted 2 weeks agoJob Description
INDUSTRY: Banking
SUMMARY:
Looking for an exciting new opportunity as a Portfolio Manager? Merit Services is currently seeking an experienced candidate to supervise investment portfolios for one of our clients in Mississauga. As a Portfolio Manager, you will be responsible for developing and implementing investment strategies that align with our clients’ goals and risk tolerance, ensuring optimal performance and risk management.
RESPONSIBILITIES:
- Collaborate with clients to develop customized investment strategies that align with their financial goals and objectives.
- Continuously evaluate and monitor the economic landscape and financial markets to identify potential risks and opportunities.
- Communicate investment recommendations and rationale to clients in a clear and concise manner.
- Analyze and interpret financial data and reports to make informed investment decisions.
- Develop and maintain strong relationships with brokers and other industry professionals to gain insights and access to investment opportunities.
- Ensure compliance with investment policies, regulations, and ethical standards.
- Proactively identify potential issues and risks within the investment portfolios and develop mitigation strategies.
- Participate in regular portfolio reviews and make necessary adjustments to optimize performance.
- Stay up-to-date with the latest investment trends, techniques, and technologies to provide the highest level of service to clients.
QUALIFICATIONS:
- Bachelor’s degree in finance, business, or related field.
- 5-7 years of experience in portfolio management or related field.
- Strong understanding of investment strategies and portfolio management.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to manage a team and work under tight deadlines.
BENEFITS
- Competitive compensation and benefits package.
- Career development and advancement opportunities.
- Flexible work arrangements.
- Energetic and collaborative work environment.
- Work-life balance and wellness initiatives.
Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.