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Portfolio Manager, Bermuda

Caribbean Jobs Online

Major responsibilities
• Servicing and maintaining a portfolio of client accounts under advisory or discretionary management mandates; responsibilities include portfolio management, security trading, general administration, and primary client contact
• Working with relationship managers and clients to develop and understand stated objectives and guidelines for their portfolios. Implementing, monitoring and reviewing investment strategies for all portfolios under management
• Performing risk management analytics on model portfolios along with performance attribution
• Actively participating in business development efforts with relationship managers

Minimum qualifications
• University degree required, with a major in business, finance or economics preferred
• Chartered Financial Analyst (CFA)
• Five years portfolio/risk management experience
• Strong quantitative skills
• Advanced knowledge of spreadsheet development and risk analysis on investment products
• Effective verbal and written communication skills

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