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Lead Portfolio Manager
وصف الوظيفة
This role is a hands-on leadership position focused on portfolio construction, execution oversight, and disciplined investment management. It is not a sales or asset-raising role. Our client is a growing investment advisory and asset management firm transitioning into an AI-enabled, model-driven investment platform.
المسؤوليات
- Lead portfolio construction and ongoing maintenance across client mandates
- Implement investment frameworks and model portfolios with consistency
- Monitor portfolio performance and risk metrics
- Execute rebalancing decisions and oversee trade implementation
- Identify portfolio risks and execution inefficiencies
- Prepare periodic performance and risk reports
- Ensure compliance with CMA regulations and internal policies
- Support the Investment Committee with analysis and execution feedback
- Contribute to improving investment processes and reporting workflows
المؤهلات
- 6–10 years of experience in portfolio management or asset management
- Bachelor’s degree in Finance, Business, or related field
- CFA (or progress toward CFA) preferred
- Knowledge of CMA regulations required