POSITION OVERVIEW:

The Investment Manager equires expertise in financial analysis, market research, and portfolio management to make informed investment decisions.

QUALIFICATIONS:

• Bachelor’s degree in finance, economics, or a related field; advanced degree (e.g., MBA, CFA) preferred.
• Proven experience in investment management, portfolio management, or related roles.
• Strong analytical skills with the ability to interpret financial data, perform quantitative analysis, and make data-driven decisions.
• Excellent communication and presentation skills with the ability to convey complex investment concepts to diverse audiences.
• Proficiency in financial modeling, investment analysis tools, and portfolio management software.
• Deep understanding of financial markets, investment products, and asset classes.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Commitment to ethical conduct, integrity, and fiduciary responsibility in managing client investments.
  

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• Portfolio Management: Manage investment portfolios by conducting thorough analysis, evaluating investment opportunities, and making strategic decisions to optimize portfolio performance.
• Investment Strategy: Develop and implement investment strategies aligned with client objectives, risk tolerance, and market conditions. Monitor and adjust strategies as needed to capitalize on market opportunities and mitigate risks.
• Market Research and Analysis: Conduct comprehensive research and analysis of financial markets, economic trends, and industry sectors to identify investment opportunities and risks. Stay updated with market developments and regulatory changes that may impact investment decisions.
• Due Diligence: Perform due diligence on potential investments, including financial analysis, valuation, and risk assessment. Evaluate investment risks and returns to make informed investment recommendations.
• Client Communication: Communicate investment strategies, performance updates, and recommendations to clients or stakeholders in a clear and timely manner. Build and maintain strong client relationships based on trust and transparency.
• Risk Management: Implement risk management strategies to protect investment portfolios from potential losses. Monitor portfolio risk metrics and take proactive measures to mitigate risks and preserve capital.
• Compliance and Regulatory Oversight: Ensure compliance with regulatory requirements and internal policies governing investment activities. Maintain accurate records and documentation to support compliance efforts.
• Team Collaboration: Collaborate with internal teams, including research analysts, traders, and compliance officers, to execute investment strategies effectively and achieve investment objectives.