Investment Portfolio Manager

FM is seeking a Portfolio Manager to oversee diversified client portfolios and support long-term investment objectives. You will analyze markets and securities, construct portfolios, and adjust asset allocation based on risk, return, and client guidelines. Responsibilities include monitoring performance versus benchmarks, rebalancing and trading within compliance rules, and preparing clear client reports. You will collaborate with research and relationship teams, stay current on macro trends and regulations, and help refine investment processes. FM offers competitive pay, benefits, and growth in a professional investment environment.

Responsibilities

• Manage and monitor diversified client portfolios aligned with investment policy and risk guidelines.

• Conduct fundamental and quantitative analysis across asset classes to support investment decisions.

• Execute asset allocation, rebalancing, and trading in line with firm strategy and compliance rules.

• Track, analyze, and report portfolio performance versus benchmarks and risk targets.

• Prepare client-ready reports and present portfolio results and recommendations.

• Collaborate with research, trading, and relationship management teams on investment ideas.

• Maintain up-to-date knowledge of markets, economic trends, and regulatory changes.

• Ensure adherence to all regulatory, compliance, and internal risk management policies.

Required Skills

• Investment analysis

• Portfolio construction

• Asset allocation

• Risk management

• Financial modeling (Excel)

• Performance reporting

• Client presentation skills

• Equity and fixed-income valuation

• Use of portfolio management systems (e.g., Bloomberg, Morningstar)

• Regulatory and compliance knowledge