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Portfolio Manager

リモート
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Portfolio Managers work for wealth management companies, foundations, insurance companies, hedge funds, pension funds, foundations and other organizations. They manage investment portfolios that may include stocks, bonds, mutual funds and commodities. Depending on their employer, a Portfolio Manager may manage portfolios for multiple individual or organizational clients or be responsible only for managing their employer’s own portfolio. When Portfolio Managers perform their job duties proficiently, they contribute to the financial success of their clients or employers, helping them earn favorable returns to grow their wealth and ensure compliance with federal laws to limit liabilities.
Portfolio Manager の仕事は何ですか?
A Portfolio Manager, or Investment Manager, helps clients earn favorable returns on investments by managing their portfolios. Duties commonly found in a Portfolio Manager job description include monitoring the performance of investments, providing advice about how to best allocate assets and creating models and presentations to explain investment strategies to clients.
責任
Portfolio Manager は、さまざまな職務と責任を果たすことができなければなりません。以下は、Portfolio Manager が実行できるいくつかの職務と責任です:
  • Reading investment policy statements and financial plans to gain an understanding of clients’ goals
  • Tracking the latest financial news and economic data
  • Monitoring the performance of investments
  • Providing advice on how to allocate and diversify assets to help clients achieve their goals
  • Preparing models and presentations to share information about strategies with clients
  • Answering questions and addressing concerns from clients
必要なスキル
競争力のある Portfolio Manager には、次のような特定のスキルと資格があります:
  • In-depth understanding of finance, risk management and investing
  • Strong written communication skills to create detailed, yet concise reports
  • Analytical skills to interpret complex financial information
  • Decision-making skills to respond to market conditions and take decisive action when needed
  • Demonstrated oral communication skills to interact with clients and give presentations
類似のオファー
Portfolio Manager に関連する職種を募集している場合は、類似職種の職務記述書をご覧ください:
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