What are the responsibilities and job description for the Investment Research Portfolio Manager position at Five Cities Financial?
Five Cities Financial is committed to empowering individuals on their financial journey by providing tailored investment solutions that cater to their unique needs.
Job Description
- Oversee portfolio management, rebalancing, trade execution, and investment planning.
- Research market conditions, economic trends, and expected returns to support investment strategy recommendations.
- Maintain strong knowledge and application of non-traditional asset classes to support diversified investment approaches.
Key Responsibilities
- Assist with trade execution, operational servicing, and portfolio structuring.
- Collaborate with advisors to analyze client financial situations and develop comprehensive investment plans.
- Evaluate data integrity and performance return accuracy for clients and partners.
Client Communication & Investment Education
- Act as a trusted advisor in client meetings, explaining investment selections, market trends, and portfolio structures.
- Effectively educate clients on investment decisions and financial planning strategies in a clear and engaging manner.
- Contribute to the development of new investment products and strategies, ensuring alignment with client needs and market conditions.
Requirements
- Strong interpersonal skills and the ability to communicate complex investment topics to clients.
- A high adaptability and openness to learning new investment systems and tools.
- An analytical mindset with the ability to assess market trends and risk management strategies.
Five Cities Financial seeks a highly skilled professional to join our team as an Associate Director of Investment Research. The ideal candidate will possess a Bachelor's degree in Finance, Economics or a related field, and minimum 5 years of direct experience in asset management, preferably working in investment-related functions.
