Portfolio Manager - Fundamental Long-only & Long-short
Position Overview: Our client is seeking an experienced and highly analytical Fundamental Portfolio Manager to join our dynamic team. The successful candidate will be responsible for managing and optimizing investment portfolios through rigorous fundamental analysis and strategic decision-making.
Key Responsibilities:
- Conduct in-depth fundamental analysis of potential investment opportunities, including financial statement analysis, industry research, and competitive landscape assessment.
- Develop and implement investment strategies that align with the firm's objectives and risk tolerance.
- Monitor and evaluate portfolio performance, making adjustments as necessary to achieve desired outcomes.
- Collaborate with research analysts and other team members to gather and interpret relevant data.
- Present investment ideas and portfolio updates to senior management and clients.
- Stay informed about market trends, economic developments, and regulatory changes that may impact investments.
- Maintain compliance with all regulatory requirements and internal policies.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred.
- Minimum of 3 years of experience in portfolio management or a related role.
- Strong understanding of financial markets, investment strategies, and risk management principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Proven ability to make informed investment decisions based on thorough research and analysis.
- Effective communication and presentation skills.
- Proficiency in financial modeling and investment analysis tools.
What We Offer:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunities for professional development and career advancement.
- A collaborative and inclusive work environment.
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