Investment management opportunity
a highly respected and established financial institution is seeking an experienced portfolio manager to lead the management of model/custom accounts under the guidance of senior portfolio managers. The successful candidate will contribute to the development of the overall investment strategy, design, and implementation of portfolio and risk guidelines.
responsibilities:
* daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
* contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
* on-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives
* stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
* implement research views into portfolios
* monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
* participate in investment meetings and work closely with other cim portfolio managers and analysts to discuss views on market events and analysis
* monitor existing investments and industry developments
* participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings
* interface with internal and external clients to support new business activities and client retention initiatives
qualifications:
* 5-8 years of direct experience in the asset management industry, preferably in a portfolio management role
* strong academic record
* bachelor's/university degree
* cfa preferred
* excellent written and verbal communication skills and interpersonal relationship management skills
* experience with face-to-face client interaction
* strong analytical skills and technical insight
* understanding of risk factors that drive investment performance
* demonstrated ability to work both independently and as part of a team
education:
* bachelor's/university degree or equivalent experience
* cfa/caia or mexican stock exchange certification preferred
* excellent command of the english language. Writing, reading and speaking close to fluently.
* financial modelling skills
* estructurados preferred not required
job details:
* job family group: private client product services
* job family: investment portfolio management
* time type: full time