Tulipshare · 2 days ago

Portfolio Manager

United States

Contract

Remote

Mid Level

3+ years exp

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Responsibilities

Portfolio Construction & Management: Build and maintain a diversified portfolio of securities, actively managing assets to meet client objectives.

Investment Strategy & Execution: Recommend and execute investment strategies based on rigorous analysis of market conditions, economic trends, and client preferences.

Transactional Management: Buy and sell securities within client accounts to support specific investment strategies and achieve targeted outcomes.

Client Advisory & Relationship Management: Provide expert guidance and advice to clients on investment opportunities, communicating regularly to update them on account activity, market developments, and economic trends.

Reporting & Analysis: Generate detailed reports on investment performance and portfolio activity, tracking progress and maintaining transparency.

ESG Content & Communication: Create and deliver ESG-focused content, presentations, and marketing materials on regulatory and firm-specific ESG topics. Offer custom reporting to highlight the impact of sustainable investments.

Impactful Investing: Champion sustainable investing practices, aligning client portfolios with strategies that contribute to a better world.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CFACAIAPortfolio ManagementFinancial ModelingSustainability ReportingInterest