Position Details
The investment Portfolio Manager (PM) is responsible for, constructing, evaluating, and overseeing Private Clients and Institutional investment portfolios as well as managing all aspects of the investment portfolio to achieve the appropriate risk-adjusted-return according to each client's mandate. In this role, the PM will be managing a bespoke group of high affluent Private and/or Institutional clients with complex investment portfolios and relationships. The PM responsibilities includes, but not limited to, asset allocation, monitoring, rebalancing, participating in bringing new business, and gathering new assets from existing clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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