Portfolio Manager

Role & responsibilities

• Portfolio Construction: Develop and implement investment strategies to achieve clients' financial goals.
• Asset Allocation: Allocate assets across various classes, including stocks, bonds, cryptocurrencies, and alternatives.
• Security Selection: Select individual securities, including stocks and cryptocurrencies, for inclusion in client portfolios.
• Risk Management: Monitor and manage portfolio risk, including market risk, credit risk, and liquidity risk.
• Performance Monitoring: Regularly review and analyze portfolio performance, making adjustments as needed.
• Client Communication: Communicate investment strategies and portfolio performance to clients, providing education and guidance as needed.
• Regulatory Compliance: Ensure compliance with all relevant regulatory requirements and industry standards.

Preferred candidate profile

• Five or more years of experience in financial planning and investment
• Investment Knowledge: In-depth knowledge of investment products, including stocks, bonds, cryptocurrencies, and alternatives.
• Portfolio Management: Proven experience with portfolio management, including asset allocation, security selection, and risk management.
• Analytical Skills: Strong analytical skills, including the ability to analyze financial data, identify trends, and make informed investment decisions.
• Communication Skills: Excellent communication skills, including the ability to communicate complex investment concepts to clients.
• Cryptocurrency Knowledge: Knowledge of crypto-currencies, including Bitcoin, Ethereum, and other altcoins.
• Blockchain Technology: Understanding of blockchain technology and its applications.
• Risk Management: Proven experience with risk management, including the ability to identify, assess, and mitigate investment risk.
• Regulatory Compliance: Knowledge of regulatory requirements and industry standards, including those related to investment management and crypto-currency.

Preferred skills and qualifications:

• Bachelor's Degree: Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Professional Certifications: Professional certifications, such as CFA, CFP, or CAIA, are highly desirable.