ABOUT US

Mt Vernon Investments was founded with a clear vision to deliver exceptional real estate investment management services through strategic thinking, disciplined execution, and unwavering commitment to client success. At Mt Vernon Investments, we believe that successful real estate investment requires a thorough understanding of market dynamics combined with a disciplined, strategic approach to asset management.

JOB BRIEF

We are seeking a highly skilled and analytical Portfolio Manager to join our investment team. In this role, you will be responsible for managing client investment portfolios, making data-driven decisions, and ensuring alignment with client goals, risk tolerance, and market opportunities. You will play a key role in developing strategies that drive long-term financial growth and client satisfaction.

REQUIREMENTS

• Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA designation preferred).
• Proven experience (5+ years) in investment management, asset management, or financial advisory.
• Strong knowledge of financial markets, asset classes, and portfolio construction.
• Exceptional analytical, quantitative, and decision-making skills.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts to clients.
• Proficiency in portfolio management software and financial modeling tools.

• Develop, implement, and manage tailored investment strategies to meet client objectives.
• Conduct research and analysis on financial markets, economic trends, and investment opportunities.
• Monitor portfolio performance and rebalance asset allocation as needed.
• Prepare detailed investment reports and performance reviews for clients and senior management.
• Advise clients on investment options, risk management, and market outlook.
• Ensure compliance with regulatory requirements and internal investment policies.
• Collaborate with analysts, advisors, and other team members to optimize strategies.
• Maintain strong client relationships by providing proactive updates and guidance.