Portfolio Manager will be accountable for the health of every project in our Portfolio. This position is key to properly support and lead the Project Managers during negotiation, relationship building, project tracking and managing risk with our customers.

Key Responsibilities

• A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.
• Work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.
• Provide client consultation to develop investment objectives
• Provide advice and guidance for investment opportunities to customers
• Create reports on investment performance and activity.
• Communicate with clients about their accounts, market conditions and economic trends.
• Manage equity and bond portfolios to maximize investment returns.
• Commensurate acceptable levels of risk based on client instructions
• Owner of the P&L of each project or business you are managing.