Need to start saving with a new ATS? Learn how to calculate the return on investment of your ATS Calculate ROI now

Portfolio Manager job description

A Portfolio Manager is an investment professional who builds portfolios for clients to ensure they generate their desired return on investments. Clients may be individuals or institutions, and they are responsible for directing their clients with investment opportunities.

Content Team
Content Team

Workable's content team brings its HR & employment expertise to Resources.

 

Use this Portfolio Manager job description to advertise your vacancies and find qualified candidates. Feel free to modify responsibilities and requirements based on your needs.

Portfolio Manager responsibilities include:

  • Generating an investment policy statement outlining our clients’ investment objectives
  • Constructing successful investment portfolios informed by market conditions and economic trends
  • Buying and selling securities in client accounts to maintain a specific investment strategy or to reach an investment objective

Job brief

We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.

A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.

Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

Responsibilities

  • Provide client consultation to develop investment objectives
  • Provide advice and guidance for investment opportunities to customers
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Manage equity and bond portfolios to maximize investment returns
  • Commensurate acceptable levels of risk based on client instructions

Requirements and skills

  • Proven work experience as a Portfolio Manager or similar role
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Master’s degree in business, finance, investment or a related field preferred

Frequently asked questions

Related Job Descriptions

Jump to section