Portfolio Manager

Portfolio Manager

We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success.

Responsibilities include :

Manage and monitor investment portfolios to ensure alignment with clients' financial objectives.

Conduct thorough financial and risk analyses to inform strategic investment decisions.

Execute trades and optimize portfolio performance based on market trends and economic conditions.

Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance.

Stay updated on market trends, regulatory changes, and emerging investment opportunities.

Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries.

Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments.

Develop and implement innovative solutions to enhance portfolio management processes.

Ensure compliance with all relevant financial regulations and industry standards.

Identify and address potential risks within the portfolio to safeguard client investments.

Requirements include :

Proven experience in portfolio management and investment strategies.

Strong analytical skills and a deep understanding of financial markets.

Familiarity with trading practices, including fixed income and securities trading.

Excellent communication and interpersonal skills to build and maintain client relationships.

Ability to work independently while contributing to a collaborative team environment.

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

Securities licenses or financial certifications required.

Previous experience in wealth management or financial planning minimum 5 years.