What are the responsibilities and job description for the Senior Portfolio Manager/Program Manager position at Sapear Inc?
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
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 /