Job Summary
Responsible for managing investment portfolios on behalf of clients, making informed investment decisions, and ensuring alignment with clients' financial goals and objectives.
Key Responsibilities
1. Portfolio Construction: Develop and implement investment strategies, selecting suitable assets and allocating investments across various classes.
2. Asset Allocation: Determine optimal asset allocation for each portfolio, balancing risk and potential returns.
3. Risk Management: Identify, assess, and mitigate potential risks within portfolios, ensuring alignment with clients' risk tolerance.
4. Performance Monitoring: Continuously monitor portfolio performance, rebalancing as necessary to maintain optimal asset allocation.
5. Client Communication: Provide regular portfolio updates, market insights, and investment recommendations to clients.
