beously Logo

beously

Portfolio Manager

Posted 2 Hours Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
90K-130K Annually
Senior level
Remote or Hybrid
Hiring Remotely in United States
90K-130K Annually
Senior level
Manage client investment portfolios by developing and implementing investment strategies, analyzing market and security research, monitoring and adjusting allocations, collaborating with research/trading/operations, and communicating performance and objectives to clients.
The summary above was generated by AI

We are seeking an experienced Portfolio Manager to manage investment portfolios for our clients. The successful candidate will have a strong background in investment management, excellent analytical and communication skills, and the ability to work in a fast-paced environment.

 

Key Responsibilities:

 

1.  Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance.

2.  Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions.

3.  Develop and implement investment strategies to achieve client goals.

4.  Monitor and adjust portfolios as needed to ensure optimal performance.

5.  Collaborate with internal teams, including research, trading, and operations.

6.  Communicate with clients to understand their investment objectives, risk tolerance, and financial goals.

7.  Prepare and present portfolio performance reports to clients.

8.  Stay up-to-date with industry trends, regulatory changes, and market developments.

 

Requirements:

 

1.  Bachelor's degree in Finance, Economics, or related field.

2.  Advanced degree (e.g., MBA, CFA) preferred.

3.  Minimum 5 years of experience in investment management or a related field.

4.  Proven track record of managing investment portfolios.

5.  Strong analytical, communication, and problem-solving skills.

6.  Ability to work in a fast-paced environment.

7.  Proficiency in Microsoft Office, particularly Excel.

8.  Familiarity with investment management software and systems.

 

Nice to Have:

 

1.  Chartered Financial Analyst (CFA) designation.

2.  Experience with portfolio management software, such as BlackRock Aladdin or FactSet.

3.  Knowledge of programming languages, such as Python or R.


 

Similar Jobs

6 Days Ago
Remote or Hybrid
Colorado, USA
50K-148K Annually
Mid level
50K-148K Annually
Mid level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Manage and grow a portfolio of dealer clients in the Denver territory, optimize floorplan credit usage, monitor financial performance, mitigate pre-default risk, support post-default collections, perform inventory inspections, onboard clients, document activity in Salesforce, and collaborate with internal teams to drive revenue and minimize loss.
Top Skills: ExcelOutlookPowerPointSalesforceTeamsWord
18 Hours Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
140K-160K Annually
Senior level
140K-160K Annually
Senior level
Fintech • Software
Manage day-to-day personalized direct index portfolios including construction, rebalances, tax transitioning and tax-loss harvesting, ESG customizations, and monitoring corporate actions. Provide portfolio analysis, reporting, and ad-hoc analysis; collaborate with trading, client service, and operations to improve processes, tools, and investment outcomes while supporting product and asset class expansion.
Top Skills: Direct IndexingEquity Risk ModelsEsgPortfolio OptimizersSustainability InvestingTax Loss Harvesting
17 Days Ago
Remote or Hybrid
Virginia, USA
50K-134K Annually
Mid level
50K-134K Annually
Mid level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Manage and grow a portfolio of dealer clients across NC, VA, and WV by optimizing floorplan credit usage, monitoring financial performance, mitigating pre-default risk, supporting collections, onboarding clients, and documenting activity in Salesforce. Regular client visits (≈60%), collaboration with internal partners, and focus on profitability and loss minimization.
Top Skills: ExcelOutlookPowerPointSalesforceTeamsWord

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account