Portfolio Manager (Equities)

Our Client

Our Client is a reputable and well-established Multi Family Office, with their headquarters in the United States. Their Assets Under Management (AUM) has exceeded USD 1 billion. Currently, they are seeking an experienced individual to join their team as a Portfolio Manager specializing in equities.

Job Description

• Develop and implement effective investment strategies for the equities portfolio, aligning with the overall investment objectives of the Family Office.
• Oversee the management and optimization of the equities portfolio, ensuring it remains in line with the risk appetite and long-term goals of the organization.
• Conduct in-depth research and analysis of financial markets, industry trends, and individual companies to identify potential investment opportunities and risks.
• Collaborate with the investment team to determine appropriate asset allocation strategies, considering market conditions and client preferences.
• Continuously monitor the performance of the equities portfolio, making data-driven decisions to enhance returns and mitigate risks.
• Interact with high-net-worth clients and internal stakeholders, providing updates on portfolio performance, investment strategies, and market insights.
• Ensure adherence to regulatory requirements and internal policies while implementing risk management practices to safeguard the interests of the Family Office and its clients.
• Stay updated with the latest market trends, investment tools, and industry best practices to enhance personal and team performance.

Requirements

• Minimum 7 years of relevant experience in portfolio management with a strong focus on equities.
• Bachelor’s degree in finance, economics, or a related field. Advanced degrees and certifications such as CFA (Chartered Financial Analyst) are highly desirable.
• Demonstrated success in managing equities portfolios, achieving consistent returns, and effectively navigating varying market conditions.
• Strong quantitative and qualitative analytical abilities with the capacity to interpret complex financial data and make informed investment decisions.
• Proficient in implementing risk management strategies and techniques to protect investments.
• Excellent verbal and written communication skills, with the ability to convey complex financial concepts to diverse audiences.
• A collaborative and proactive team player who can work effectively in a dynamic, fast-paced environment.