Portfolio Manager
Job Description Template

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Job Overview  

We are looking for a detail-oriented individual to join us as a Portfolio Manager. As a Portfolio Manager, you will responsible for supervising the client’s investment portfolio. You will also be responsible for preparing for investment strategies.  

In addition to this, you should have a thorough knowledge of risk management. To be successful in this job, you should have excellent communication skills and the ability to maintain confidential information.  

If you think you are ready to take up this interesting job position as a Portfolio Manager, then write to us today. We will love to meet you.  


  • Developing investment strategies according to the clients’ requirements.  

  • Offering detailed suggestions to the clients on investment opportunities.  

  • Preparing investment policy statements.  

  • Creating investment portfolios as per the market conditions.  

  • Maximizing investment returns of the clients.  

  • Buying and selling securities in the clients' accounts.  

  • Providing a structured risk management plan to the client.  

  • Analyzing market returns and the required time frames.  

  • Maintaining a healthy relationship with existing and new clients.  

  • Understanding the client's long-term goals.  

  • Managing equity and bond portfolios.  

  • Preparing reports on investment performances.  

  • Being in contact with the clients and informing them about investment opportunities.  

  • Working in the coordination of the Financial Advisor and other team members.  

  • Ensuring compliance with the standards offered by the regulatory bodies.  

  • Staying updated with the latest trading updates in the investment industry.  


  • Bachelor's degree in Economics, Business, Accounting, Finance, or a related field.  

  • 3 or more years of experience as a Portfolio Manager, or a similar job position in the Finance department.  

  • Professional certification in Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst (CFA) is mandatory.  

  • Extensive knowledge and understanding of risk management and strategies.  

  • Ability to handle sensitive and confidential information.  

  • Sound knowledge of capital markets and mutual funds.  

  • Proficient in financial management software such as Quicken, Mint, FutureAdvisor, and many others.  

  • Willingness to travel to meet clients.  

  • Experience using Microsoft Office Tools.  

  • Exceptional analytical and research skills.  

  • Good verbal and oral communication skills.  

  • Ability to offer excellent customer service to the client.  

  • A detailed-oriented individual.  

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Zulma Velasquez, Talent Acquisitions Manager at Jar House LLC
Zulma Velasquez
Jar House, United States
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