SideRamp ยท 9 hours ago
Portfolio Manager
United States
Part-time
Remote
Senior Level
5+ years exp
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Responsibilities
Oversee the performance and optimization of investment portfolios, ensuring alignment with clients' financial goals and risk tolerance.
Develop and implement asset allocation strategies based on market trends, economic indicators, and client preferences.
Monitor and manage portfolio risk through diversification, hedging strategies, and regular risk assessments.
Communicate with clients to provide updates on portfolio performance, address inquiries, and offer financial advice.
Conduct in-depth market research to identify investment opportunities, assess industry trends, and recommend portfolio adjustments.
Prepare regular performance reports, investment summaries, and presentations for clients and internal stakeholders.
Qualification
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Required
Minimum of 5 years of experience in portfolio management or financial analysis within the renewable energy sector.
Bachelor's degree in Finance, Economics, or a related field.
Proven track record of successfully managing investment portfolios and delivering strong financial results.
Advanced knowledge of financial modeling, valuation techniques, and investment analysis.
Experience with portfolio management software and tools like Bloomberg, Morningstar Direct, or similar platforms.
Strong quantitative and analytical skills with the ability to interpret complex financial data.
Highly motivated and passionate about sustainable investing and renewable energy initiatives.
Excellent attention to detail and accuracy in financial calculations and reporting.
Ability to thrive in a fast-paced, deadline-driven environment while maintaining a high level of professionalism.
Effective problem-solving skills and a strategic mindset to make informed investment decisions.
Preferred
CFA or CFP certification is a plus.
Company
SideRamp
SideRamp Consulting - Driving strategic transformation at innovative companies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
