Portfolio Manager

Hire Resolve Camas , WA 98607

Posted 4 days ago

We are looking for a Portfolio Manager who will assess our clients risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. A Portfolio Managers responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients overall objectives. Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

Responsibilities

  • Commensurate acceptable levels of risk based on client instructions
  • Manage equity and bond portfolios to maximize investment returns
  • Communicate with clients about their accounts, market conditions and economic trends
  • Create reports on investment performance and activity
  • Provide advice and guidance for investment opportunities to customers
  • Provide client consultation to develop investment objectives

Requirements

  • Master's degree in business, finance, investment or a related field preferred
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills
  • Strong understanding of investment strategies and risk management
  • Proven work experience as a Portfolio Manager or similar role

Hire Resolve is a top-tier recruitment firm that focuses on placing skilled professionals in permanent employment.

Hire Resolve focuses on working with senior-level executives and we pride ourselves on delivering excellent service to our candidates and clients.

  • Salary: negotiable.
  • Our client is offering a highly competitive salary for this role based on experience.
  • Apply for this role today, visit the Hire Resolve website: hireresolve.us or email us: Financialcareers@hireresolve.us.com
  • Alternatively, you are welcome to connect with either Catherine McDermott, Caitlin Heuer, Anika Nel, Samantha Bradfield or Lauren van Heerden on LinkedIn.
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
ASC Manager

Marsden Services

Posted 2 days ago

VIEW JOBS 1/25/2023 12:00:00 AM 2023-04-25T00:00 <p>Overview</p><p>CBM Systems, a Marsden Holding Company, is a facility services provider with an unmatched reputation for operational excellence. We clean, sanitize, and service large and small businesses across the North Western United States. In a nutshell: we clean buildings… really well.</p><p>Are you a devoted duster; a super sweeper; a visionary vacuumer? Then we want you! CBM has immediate openings for cleaning fanatics in Camas and Battleground! Join an essential company to service the buildings and facilities in your community. Learn new, practical skills and gain experience with on-the-job training. Join a team that makes you feel like family!</p><p>Job Skills / Requirements</p><p>As you might expect, cleaning in a medical facility is at the heart of what your job will entail. For the most part, you'll be:</p><ul><li><p>Cleaning Restrooms</p></li><li><p>Taking out the trash</p></li><li><p>Sanitizing</p></li><li><p>Sweeping</p></li><li><p>Vacuuming</p></li><li><p>Mopping</p></li><li><p>Dusting</p></li></ul><p>Hourly Rate: $20.00</p><p>Shifts/Locations Available:</p><p>Monday-Friday 6:00PM-2:30AM</p><p>2529 NE 139th St, Vancouver, WA 98686</p><p>Why Join the CBM Family?</p><ul><li><p>Room to Grow</p></li><li><p>Night owl shifts available!</p></li><li><p>Flexible Work Schedule</p></li><li><p>Overtime Potential</p></li><li><p>Work as a Team</p></li><li><p>Benefits available</p></li></ul><p>Requirements:</p><ul><li><p>You MUST be vaccinated against Covid-19</p></li><li><p>You must be 18 years old.</p></li><li><p>A criminal background check is required.</p></li><li><p>Attention to detail.</p></li><li><p>Having your own vehicle is preferable.</p></li></ul><p>EEO/AA Employer</p><p>#West1</p><p>Additional Information / Benefits</p><p>Benefits: Medical Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays</p><p>This is a Full-Time position 2nd Shift, 3rd Shift.</p><br> Marsden Services Camas WA

Portfolio Manager

Hire Resolve