Investment Portfolio Manager
6 days ago
Role Overview:
We are seeking a highly skilled Investment Portfolio Manager to join our team at Classy Wheeler Limited.
Key Responsibilities:
- The Investment Portfolio Manager will be responsible for managing a portfolio of investments on behalf of clients, ensuring that investments are aligned with client goals and objectives.
- The role involves analyzing financial information and making informed decisions about investment opportunities.
- Presents investment analysis and recommendations to senior management and stakeholders.
- Maintains accurate records of investment activities and ensures compliance with regulatory requirements.
Requirements:
- University degree in finance, accounting, or a related field.
- A minimum of 3-5 years of experience in investment management and finance.
- Strong analytical and problem-solving skills, with the ability to communicate complex ideas clearly.
- Good understanding of financial procedures and regulations.
- Ability to work effectively in a team environment and manage multiple priorities.
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