Portfolio Manager
Company: Jobot
Location: Stockton
Posted on: October 29, 2024
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Job Description:
Join a growing financial management team with a flexible
schedule and generous bonuses!This Jobot Job is hosted by: Nicki
GarciaAre you a fit? Easy Apply now by clicking the "Apply"
button
and sending us your resume.Salary: $90,000 - $145,000 per yearA bit
about us:Or a second generation family run organization that
focuses on financial health for high net-worth individuals and
small to medium size businesses we pride ourselves in our
proprietary for thinking software and creative portfolio management
strategies. We offer a very lighthearted, fun working environment
while providing great benefits, and the ability to flex schedules
for family needs.Why join us?Medical Benefits for the
FamilyFlexible Work ScheduleStrong Base Salary and BonusState of
the Art TechnologyJob DetailsJob Details:As a Portfolio Manager,
you will be at the heart of our organization's financial management
department, playing a crucial role in managing and overseeing our
investment portfolio. This is an exciting opportunity for a
seasoned professional who is passionate about investment
management, risk management, and investment strategies. You will
have the chance to work with a dynamic team, drive financial
growth, and make a significant impact on our organization's
success.Responsibilities:1. Develop, implement, and manage
investment strategies that align with our company's financial
goals.2. Oversee the management of a diverse investment portfolio,
including equities, bonds, real estate, and other assets.3. Conduct
thorough risk assessments and develop robust risk management
strategies to mitigate potential financial losses.4. Collaborate
with financial analysts to assess financial data, market trends,
and investment opportunities.5. Provide insightful reports and
recommendations to senior management on investment performance and
future strategies.6. Ensure compliance with industry regulations
and uphold the highest standards of financial ethics.7. Continually
monitor and evaluate the performance of the investment portfolio,
making adjustments as necessary to optimize returns.8. Foster
strong relationships with clients, stakeholders, and industry
professionals to enhance investment opportunities and business
growth.Qualifications:1. Bachelor's degree in Finance, Economics,
Business Administration, or related field. An advanced degree such
as an MBA or a professional certification like CFA is preferred.2.
A minimum of 5 years of experience in investment management, risk
management, and developing investment strategies.3. Proven track
record of managing a diverse investment portfolio with demonstrated
positive returns.4. In-depth knowledge of financial markets,
investment strategies, and risk management principles.5. Strong
analytical skills and the ability to interpret complex financial
data.6. Excellent communication and presentation skills, with the
ability to explain complex financial concepts to a non-financial
audience.7. High level of integrity and professionalism, with a
commitment to upholding financial ethics.8. Ability to work under
pressure, manage multiple priorities, and make strategic decisions
in a fast-paced environment.9. Proficiency in financial analysis
software and tools.10. Strong leadership skills, with the ability
to inspire and guide a team towards achieving financial
goals.Interested in hearing more? Easy Apply now by clicking the
"Apply" button.
Keywords: Jobot, Union City , Portfolio Manager, Executive , Stockton, California
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here to apply!
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