JOB OVERVIEW
Responsible for all portfolio holdings, analysis and forecasting including document reviews and transaction processing. The experienced Portfolio Manager oversees the Company’s stock, equity, bonds, and other security portfolio holdings, while being responsible for all transfer of ownerships including governmental securities compliance and fulfillments.
EXPECTATIONS
The candidate must have financial, legal, and stock market background and proven experience. The ideal candidate should be able to work independently and must be a self-starter, while expected to collaboratively work with various executives and directors. Understanding of legal jargons and interpretation of governmental documents are main priorities for the role.
RESPONSIBILITIES
- Manage portfolio transactions and monitor changes daily
- Ensure accurate reporting of the Company’s portfolio holdings while flagging changes to ensure risks profile and exposure
- Forecast and analyze future portfolio holdings and facilitate any sale and transfer activities on all securities
- Work with the accounting department and ensure compliance with all regulatory requirements, organizational standards, and investor disclosures
- Monitor investment, trading news and other relevant economic trends, while being up to date on all anti-money laundering requirements, privacy laws and anti-fraud measures
REQUIREMENTS AND PREFERENCES
- Must be highly organized, detail-oriented, and exceptionally analytical
- In depth understand of capital and securities markets is a must
- Chartered Financial Analyst (CFA) Certification is preferred, but not required
SALARY RANGE
$75K – $100K Annually
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