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.
O que um Portfolio Manager faz?
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.
Responsabilidades
Um Portfolio Manager deve ser capaz de cumprir vários deveres e responsabilidades. A seguir estão alguns deveres e responsabilidades que um Portfolio Manager deve ser capaz de executar:
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
Habilidades necessárias
Um Portfolio Manager competitivo terá certas habilidades e qualificações, incluindo:
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
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