DataLytic360

Portfolio Manager

Posted: 49 minutes ago

Job Description

Role DescriptionThis is a part-time hybrid role for a Portfolio Manager, offering the flexibility to work both on-site and remotely. The Portfolio Manager is responsible for overseeing investment portfolios, developing strategies that align with client objectives, and ensuring disciplined portfolio construction and ongoing performance monitoring. The role involves conducting market and financial analysis, assessing risk exposure, making allocation decisions, and adjusting investment positions based on market conditions, client needs, and long-term objectives.The Portfolio Manager works closely with research teams, analysts, and clients to interpret market trends, evaluate investment opportunities, and maintain diversified portfolios. Responsibilities include reviewing financial reports, preparing performance analyses, conducting investment reviews, and presenting recommendations that support informed decision-making. The role also involves tracking portfolio performance against benchmarks, ensuring compliance with regulatory and internal guidelines, and maintaining up-to-date documentation of investment strategies and portfolio actions. By providing strategic oversight and disciplined investment management, the Portfolio Manager plays a critical role in driving portfolio growth, optimizing returns, and safeguarding client capital.QualificationsStrong understanding of portfolio management principles, asset allocation strategies, and investment analysisProficiency in financial modeling, research tools, and performance monitoring systemsAbility to interpret market data, economic indicators, and industry trends to guide investment decisionsExcellent communication skills for presenting insights and maintaining strong client and stakeholder relationshipsStrong analytical skills, attention to detail, and the ability to manage multiple portfolios simultaneouslyKnowledge of risk management frameworks and regulatory requirements related to investment activitiesAbility to work effectively in both on-site and remote environmentsCommitment to disciplined investment practices, ethical standards, and long-term strategic planningExperience with equities, fixed income, alternative assets, or diversified portfolio structures is an advantage

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