Portfolio Manager

$90,000 - $145,000/Yr

Jobot - Stockton, CA

Full-time - Mid Level

Stockton, CA

Administrative and Support Services

About the position

The Portfolio Manager will play a crucial role in the financial management department, overseeing and managing the organization's investment portfolio. This position is ideal for a seasoned professional passionate about investment management and risk strategies, providing an opportunity to drive financial growth and make a significant impact within a family-run organization focused on high net-worth individuals and small to medium-sized businesses.

Responsibilities

• Develop, implement, and manage investment strategies that align with the company's financial goals.
• Oversee the management of a diverse investment portfolio, including equities, bonds, real estate, and other assets.
• Conduct thorough risk assessments and develop robust risk management strategies to mitigate potential financial losses.
• Collaborate with financial analysts to assess financial data, market trends, and investment opportunities.
• Provide insightful reports and recommendations to senior management on investment performance and future strategies.
• Ensure compliance with industry regulations and uphold the highest standards of financial ethics.
• Continually monitor and evaluate the performance of the investment portfolio, making adjustments as necessary to optimize returns.
• Foster strong relationships with clients, stakeholders, and industry professionals to enhance investment opportunities and business growth.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• A minimum of 5 years of experience in investment management, risk management, and developing investment strategies.
• Proven track record of managing a diverse investment portfolio with demonstrated positive returns.
• In-depth knowledge of financial markets, investment strategies, and risk management principles.
• Strong analytical skills and the ability to interpret complex financial data.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to a non-financial audience.
• High level of integrity and professionalism, with a commitment to upholding financial ethics.
• Ability to work under pressure, manage multiple priorities, and make strategic decisions in a fast-paced environment.
• Proficiency in financial analysis software and tools.
• Strong leadership skills, with the ability to inspire and guide a team towards achieving financial goals.

Nice-to-haves

• Advanced degree such as an MBA or a professional certification like CFA.

Benefits

• Medical Benefits for the Family
• Flexible Work Schedule
• Strong Base Salary and Bonus
• State of the Art Technology