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Senior Portfolio Manager/Program Manager

Sapear Inc
Plano, TX Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 4/30/2025

Job Description

Job Description

Position : Senior Portfolio Manager / Program Manager (Contract)

Location : Remote

Job Description :

  • Understand client needs : Determine client goals, risk tolerance, and time horizon.
  • Research investment opportunities : Work with financial analysts to identify investment opportunities.
  • Build investment portfolios : Buy and sell securities to create a portfolio that meets client objectives.
  • Monitor investments : Track investment performance and make adjustments as needed.
  • Provide advice : Advise clients on how to allocate assets and diversify their investments.
  • Prepare reports : Generate reports on investment performance, company outlook, and other topics.
  • Comply with regulations : Ensure compliance with all investment laws and regulations.
  • Manage client relationships : Meet with clients to answer questions and address concerns.

skills for Portfolio Managers

  • Succeeding as a Portfolio Manager and in investment decision-making roles requires key skills in three areas :
  • Investment strategy and process.
  • Portfolio construction and execution.
  • Performance measurement and risk management.

    • Regards !!

    Bobby Sharma

    Talent Acquisition Lead

    Sapear Inc.

    Email : bobby@sapear.com

    Cell : 1 346-770-0775 Ext : 105

    Mobile : 91 -8368478945

    www.sapear.com

    We are hiring : https : / / www.sapear.com / jobs /

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