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Investment Manager

Closing: Apr 19, 2024

This position has expired

Published: Mar 29, 2024 (26 days ago)

Job Requirements

Education:

Work experience:

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Job Summary

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Job Requirements
Education:

  • Bachelor’s Degree in Finance, Economics, or a related field; a Master’s degree or CFA designation is highly preferred.

Experience:

  • Minimum of 5 years of experience in investment management or a related role, with a proven track record of managing client portfolios.
  • Strong understanding of financial markets, investment strategies, and portfolio management principles.
  • Excellent analytical, decision-making, and problem-solving skills.
  • Exceptional communication and presentation skills, with the ability to convey complex investment concepts to a non-technical audience.
  • High level of professionalism and integrity, with a commitment to client service.
  • Ability to work collaboratively in a team environment and independently manage responsibilities.
Responsibilities

Job Requirements
Education:

  • Bachelor’s Degree in Finance, Economics, or a related field; a Master’s degree or CFA designation is highly preferred.

Experience:

  • Minimum of 5 years of experience in investment management or a related role, with a proven track record of managing client portfolios.
  • Strong understanding of financial markets, investment strategies, and portfolio management principles.
  • Excellent analytical, decision-making, and problem-solving skills.
  • Exceptional communication and presentation skills, with the ability to convey complex investment concepts to a non-technical audience.
  • High level of professionalism and integrity, with a commitment to client service.
  • Ability to work collaboratively in a team environment and independently manage responsibilities.


  • Develop and implement investment strategies that align with client objectives and risk tolerance.
  • Conduct thorough market research and analysis to identify investment opportunities and risks.
  • Manage and monitor client portfolios, making adjustments as necessary to align with investment goals and market conditions.
  • Communicate effectively with clients to provide updates, investment recommendations, and answer inquiries.
  • Collaborate with the research team to leverage market insights and analysis in portfolio management decisions.
  • Ensure compliance with regulatory requirements and internal policies in all investment activities.
  • Participate in client meetings and presentations to report on investment performance, market outlook, and strategic recommendations.
  • Continuously improve investment processes and strategies through market analysis, performance tracking, and feedback from clients and team members.

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