Demo

Senior Portfolio Manager/Program Manager

Sapear Inc
Plano, TX Full Time
POSTED ON 2/2/2025
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 /

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Portfolio Manager/Program Manager?

    Sign up to receive alerts about other jobs on the Senior Portfolio Manager/Program Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $83,016 - $112,001
    Income Estimation: 
    $116,865 - $160,036
    Income Estimation: 
    $116,865 - $160,036
    Income Estimation: 
    $142,019 - $220,718
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Sapear Inc

    Sapear Inc
    Hired Organization Address Houston, TX Contractor
    Title: Senior Electrical Engineer ECAD/MCAD Location: Houston, TX (On-site) Exp: 6 – 15 years Roles & Responsibilities C...
    Sapear Inc
    Hired Organization Address Wilmington, DE Full Time
    Job Details Mainframe with IMS DB with CICS__Wilmington DE Detailed JD: "Required qualifications, capabilities, and skil...
    Sapear Inc
    Hired Organization Address Tampa, FL Full Time
    Workday Finance – 5 Positions Tampa Florida – Hybrid – 25% onsite and Client will pay expenses so non-locals OK Contract...
    Sapear Inc
    Hired Organization Address Austin, TX Full Time
    Job Details Job Descriptions are as follows: SAP BTP Node.js Developer Design, develop and support application solutions...

    Not the job you're looking for? Here are some other Senior Portfolio Manager/Program Manager jobs in the Plano, TX area that may be a better fit.

    Insurance Agent Mentorship Program

    Jeff Ivy District Manager, Dallas, TX

    Bilingual Spanish Insurance Sales Agent, Pflugerville

    District Manager, Robert Lehr, Quinlan, TX

    AI Assistant is available now!

    Feel free to start your new journey!