Strategic Portfolio Manager
1 week ago
We are seeking a seasoned investment professional to join our team as a Strategic Portfolio Manager. This is an exciting opportunity for someone who wants to leverage their expertise in portfolio construction and asset allocation to drive business growth.
About the RoleThis role will involve designing and implementing customized portfolios for clients, focusing on asset allocation, risk management, and portfolio diversification. You will work closely with cross-functional teams to ensure that client portfolios are structured in line with investment goals and market conditions.
- Design and implement optimized portfolio strategies that align with client objectives and risk profiles.
- Work collaboratively with distribution teams, portfolio managers, research teams, and strategists to deliver high-quality portfolio solutions.
- Develop and maintain relationships with clients to understand their investment needs and preferences.
- Monitor and evaluate portfolio performance against benchmarks, providing detailed reports and insights to stakeholders.
CI Financial Company is a leading financial services firm that offers a wide range of investment products and services to individual and institutional investors. We have a long history of innovation and excellence in the industry, and we are committed to building a diverse and inclusive workforce.
RequirementsTo be successful in this role, you will need:
- A Bachelor's degree in Finance, Economics, Mathematics, or a related field.
- 5+ years of experience in portfolio construction, asset allocation, or investment strategy roles within asset management or wealth management firms.
- Proficiency in portfolio management software (e.g., Morningstar Direct, Bloomberg, FactSet, Aladdin), and strong skills in Excel for financial modeling and analysis.
- Strong analytical skills with a focus on identifying trends, solving complex problems, and making data-driven decisions to optimize portfolios.
We offer a competitive salary and benefits package, including:
- Estimated annual salary: $120,000 - $180,000
- Comprehensive health and dental benefits
- Retirement savings plan with employer matching
- Flexible work arrangements, including remote work options
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