Responsibilities for Portfolio ManagerProvide client consultation to develop investment objectivesProvide advice and guidance for investment opportunities to customersCreate reports on investment performance and activityCommunicate with clients about their accounts, market conditions and economic trendsManage equity and bond portfolios with the aim of maximizing investment returnsCommensurate acceptable levels of risk based on client instructionsHandle financial products as requiredWork together with investment research teams to identify investment opportunitiesQualifications for Portfolio ManagerBachelor OR Master's degree in business, finance, investment or a related field preferredProven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environmentStrong understanding of investment strategies and risk managementExcellent verbal and written communication skillsStrong analytical and problem-solving skillsHigh interest in and enthusiastic about economic and financial market trends
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