Portfolio Manager

What they do

• Manage the day-to-day operations of the portfolio, establish the working plan of each project phase.
• Analyze and appraise the effectiveness of sales methods, costs, and results.
• Facilitate project review and checkpoint meetings.
• Produce and analyze portfolio/project-level reports against key performance indicators.
• Escalate issues that threaten portfolio and project success.

Qualifications

• Bachelor's degree in finance or related field.
• Current certificates, which may include CFA, CFP, CAIA.
• - years of financial or investment experience.
• Knowledge of securities, insurance, and mutual fund industries.
• Personal integrity and the ability to keep client and company confidences.
• Proficient with financial planning software.