A Portfolio Manager is a financial professional responsible for making investment decisions and managing investment portfolios on behalf of clients or institutions. They play a critical role in maximizing returns while managing risk, directly contributing to the financial growth and stability of the organization they represent.
Hiring for this role?
POST THIS JOB FOR FREE
Find more suitable candidates for this role ?
TRY FOR FREE
What is a Portfolio Manager?
A Portfolio Manager is a highly skilled financial expert who oversees investment portfolios for individuals, institutions, or funds. They are responsible for developing and implementing investment strategies that align with their clients' financial goals and risk tolerance. Portfolio Managers analyze market trends, economic data, and financial statements to make informed decisions about asset allocation, security selection, and risk management. They typically work for investment firms, banks, hedge funds, or wealth management companies, serving as the primary decision-maker for investment portfolios.
What does a Portfolio Manager do?
Portfolio Managers perform comprehensive financial analysis to assess investment opportunities and market conditions. They develop and execute investment strategies tailored to specific client objectives and constraints. Daily responsibilities include monitoring portfolio performance, rebalancing asset allocations, and making buy/sell decisions. They conduct risk assessment and implement hedging strategies when necessary. Portfolio Managers also maintain client relationships, providing regular performance reports and investment updates. They stay updated on regulatory changes and ensure compliance with investment guidelines while continuously researching new investment products and market developments.
Job Overview
A Portfolio Manager is responsible for developing and implementing investment strategies for clients or funds, managing asset allocation, and optimizing portfolio performance while mitigating risk. This role requires deep financial market knowledge, analytical prowess, and the ability to make data-driven investment decisions to achieve target returns.
Portfolio Manager responsibilities include:
1. Develop and execute comprehensive investment strategies aligned with client objectives and risk tolerance
2. Conduct in-depth market research and analysis across equities, fixed income, and alternative investments
3. Monitor portfolio performance using Bloomberg Terminal, FactSet, and other financial analytics platforms
4. Implement risk management frameworks and maintain portfolio diversification standards
5. Present investment recommendations and performance reports to clients and stakeholders
6. Rebalance portfolios based on market conditions and investment outlook
7. Manage relationships with institutional clients and high-net-worth individuals
8. Stay current with SEC regulations, market trends, and economic indicators
1. Bachelor's degree in Finance, Economics, or related field
2. 5+ years of direct portfolio management experience
3. CFA charterholder designation
4. Proven track record of achieving benchmark-outperforming returns
5. Expertise in financial modeling and valuation techniques
6. Strong understanding of modern portfolio theory and asset allocation
7. SEC registration and appropriate licensing (Series 7, 63, 65)
8. Proficiency with Bloomberg Terminal and portfolio management software
Preferred Qualifications
1. MBA or Master's degree in Finance or related quantitative field
2. Experience managing portfolios exceeding $100M in assets
3. Specialization in specific asset classes (equities, fixed income, alternatives)
4. Previous experience at top-tier investment firms or asset management companies
5. Strong network within institutional investment community
6. Experience with ESG investing strategies and sustainable portfolios
7. Knowledge of algorithmic trading and quantitative investment strategies
Bonus Skills
1. Python programming for quantitative analysis and automation
2. Experience with machine learning applications in portfolio optimization
3. Multi-lingual capabilities for international client management
4. Published research in financial journals or industry publications
5. Experience with derivative strategies and hedging techniques
6. Familiarity with behavioral finance principles
7. Advanced data visualization skills using Tableau or similar tools
Real-time search for over 900 million precise talents globally, covering more than 200 countries and regions.
All categories
Ready to Hire?
Real-time search for over 900 million precise talents globally, covering more than 200 countries and regions.
Are you ready to innovate your recruitment process?
Join thousands of leading companies and experience the next generation of intelligent recruitment
No credit card required ｜ 7-day full-featured trial ｜ Dedicated customer support
Frequently Asked Questions
Your questions, answered
Everything you need to know about TalentSeek and how itcan transform your hiring process.
What is TalentSeek
TalentSeek is an AI-powered global recruitment platform designed to make hiring talent worldwide faster, smarter, and more affordable. Powered by advanced AI Agents, TalentSeek helps companies effortlessly connect with top professionals across borders — breaking human network limits and reducing hiring costs. Start hiring globally with ease. One platform, endless talent.
Who can use TalentSeek ?
TalentSeek is built for recruiters. If you are searching for Global Talent or hard-to-find talent, TalentSeek is a fit for you. We work with companies ranging from Fortune 500 to boutique recruiting agencies — and hopefully, you too.
What distinguishes TalentSeek from other recruitment tools?
TalentSeek is an AI-driven global recruitment platform that enables real-time searching of over 900 million job seekers across more than 200 countries and regions. This platform empowers companies to effortlessly connect with top professionals beyond borders, breaking the limitations of personal networks and reducing hiring costs.
Does TalentSeek have access to global candidate data?
Yes. TalentSeek has 900 million profiles across the globe from dozens of data sources. Covers over 200 countries and regions worldwide.We continue to add region-specific sources to enhance global coverage.
Is there a free trial available for TalentSeek?
Yes. To get started, use the "Start for Free" button to open the platform. Then, sign up or log in to access your account.
