Portfolio Manager/ Program Manager -W2 Contract - Integrass - Remote
United States
Remote
$50–$65/hour
over 1 year ago
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Summary
We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.
A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.
Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.
Responsibilities
Provide client consultation to develop investment objectives
Provide advice and guidance for investment opportunities to customers
Create reports on investment performance and activity
Communicate with clients about their accounts, market conditions and economic trends
Manage equity and bond portfolios to maximize investment returns
Commensurate acceptable levels of risk based on client instructions
Requirements and skills
Proven work experience as a Portfolio Manager or similar role
Strong understanding of investment strategies and risk management
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Master’s degree in business, finance, investment or a related field preferred
Job Type: Contract
Pay: $50.00 - $65.00 per hour
Schedule:
8 hour shift
Work Location: Remote
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