Portfolio Management Job Description
Portfolio management
provides credit risk modeling leadership to other ERM members to support MassMutual’s risk appetite and top risks processes.
Portfolio Management Duties & Responsibilities
To write an effective portfolio management job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio management job description templates that you can modify and use.
Sample responsibilities for this position include:
Enter team’s trade orders (single order, program trades, ) by working as a liaison between portfolio managers, investment team and trading desk
Produce daily, periodic and ad hoc reporting and analytics to support the Investment team process using Aladdin tools (Green Package, Impact, ) and vendor systems (Factset, Bloomberg)
Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg
May be asked to monitor portfolios for bond maturities
Research client inquiries
Perform various office related tasks, such as distributing reports
Perform Portfolio Delivery Reporting and track Milestones
Track Risks, Issues and Recovery Strategies through Project and Program reporting
Monitor and understand submitted Change Requests within Portfolio
Developing skills and knowledge of different investment software
Portfolio Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Management
List any licenses or certifications required by the position: PMP, PMI, ITIL, ACCA, PPM, CFA, CBSR, LPM, COBIT, IA
Education for Portfolio Management
Typically a job would require a certain level of education.
Employers hiring for the portfolio management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Economics, Accounting, Education, Engineering, Management, MBA, Computer Science, Mathematics
Skills for Portfolio Management
Desired skills for portfolio management include:
Microsoft Office
Digital media planning landscape
Excel
Credit and risk analysis
Federal banking regulations
Loan and related legal documents
Financial modeling and able to structure credit in modeling environment
PowerPoint
Procedures
Processes
Desired experience for portfolio management includes:
The OPM Team exists to manage the daily and ongoing operational and trading responsibilities associated with portfolio model management
The role of OPM Specialist is responsible for all day-to-day Overlay Portfolio Management operational duties including liaison for various model portfolios (both external and internal), portfolio implementation/trading, and processing new / terminated account paperwork
Broad based knowledge of investment products across asset classes (Fixed Income, Equities and Alternatives)
Knowledge and understanding of market and product environment
Sound knowledge of credit models
Good communications skills and ability to communicate effectively at all levels of the organization
Portfolio Management Examples
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Portfolio Management Job Description
Job Description Example
Our growing company is looking for a portfolio management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio management
- Update client files
- Draft Correspondence (Asset Mix letters, Letters of Understanding)
- Maintain and update the Investment Management Agreements
- Assist in the preparation of Investment Policy Letters
- Timely and accurate reports/documentation as required
- Maintaining all administrative functions such as data base management, mass mailings, preparation of presentation/meeting materials, correspondence, creation of reports, spreadsheets and completion of special projects
- Ensure the fund follows it scheduled rebalance calendar
- Rebalance fund as required to ensure that the fund tracks its Index
- Daily monitoring of the funds to capture nonscheduled events like custom activity or corporate actions
- To gain a thorough knowledge of the mandates managed by the team and the investment restrictions applicable to each client
Qualifications for portfolio management
- Proficiency with a programming language, R, VBA, S-Plus, SAS or any other
- Experience in implementing and maintaining accurate key performance measures relating to PMO and project management best practices such as building work breakdown structures, Waterfall/Agile/Scrum methodologies, etc
- Must be a rising junior or senior undergraduate student pursuing a degree in finance, accounting, or economics
- A minimum of 10 years proven professional experience
- Minimum 8-10 years as a senior portfolio manager or consultant for a higher education channel or segment required
- Proven experience in defining Professional Services Portfolio and in Consulting Operations
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Portfolio Management Job Description
Job Description Example
Our innovative and growing company is looking for a portfolio management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio management
- To ensure the alignment of similar portfolio types whilst taking account of individual client investment restrictions
- To ensure that the portfolios are in compliance with client investment restrictions and advise the portfolio managers where limits are being reached
- To co-ordinate the portfolio manager compliance sign off in relation to any client restrictions that are not coded onto Charles River and are treated as manual restrictions
- To manage and co-ordinate the team's company engagement process
- To review and co-ordinate the communication of corporate action requests to portfolio managers and ensure timely instructions to the market operations team
- To co-ordinate new market opening requests made by the portfolio manager
- To work with the operations teams to ensure that any outstanding operational issues affecting the client's portfolios are resolved in a timely manner
- To maintain the database on free floats of companies held by the client portfolios
- To monitor holding capacities and report to portfolio managers any holdings that are reaching maximum thresholds
- To monitor days to trade levels of all our holdings and report to portfolio managers any holdings that are reaching internal thresholds
Qualifications for portfolio management
- A level of proficiency required to apply knowledge and experience to projects
- Solid foundation of product management and previous experience with the Pragmatic Framework of key activities needed to bring profitable, problem-oriented products to market is required
- Experience with the education / teaching and learning market, specifically the key challenges institutions face with technology adoption required
- Strong customer focus, identifying business problems through a variety of techniques including face to face interviews, surveys and customer advisory boards and the skills to be able to communicate how these capabilities contribute to solving Institutions larger business challenges with pre-enrollment
- Independent, self-starter with strong prioritization, project management and coordination skills
- Completion/ enrollment in the CFA an asset
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Portfolio Management Job Description
Job Description Example
Our company is looking for a portfolio management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio management
- Proficiency in MS Excel and some programming experience would be well-regarded (ideally VBA & SQL)
- To liaise with members of the institutional business development team regarding client specific issues requiring communication with the client
- To be involved in, from an operational perspective, the successful take-on of new clients, and in any transitions affecting existing clients, such as changes in custodians and client departures
- To be involved in the rolling IMA Reviews for all clients of the team
- To attend relevant weekly team meetings taking note of any stock / trade related decisions that arise out of these meetings and acting on them accordingly
- To prepare and circulate portfolio construction meeting documentation when required
- To work with the other portfolio implementers within the team, providing necessary cover where required in Europe or Asia
- To undertake any other ad hoc requests and projects for the team
- Candidates must have the ability to keep work prioritized for those that the position supports for his/herself
- Responsibilities may include managing domestic/international travel and expenses
Qualifications for portfolio management
- Experience in Exchange Traded Funds or Index Management would be beneficial
- Project and program governance
- Portfolio management process
- Nnumerically accurate and conscientious about quality and accuracy of work output
- Have good organisational and communication skills
- Able to develop good working relationships with the other team members with all other departments within the company
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Portfolio Management Job Description
Job Description Example
Our innovative and growing company is hiring for a portfolio management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio management
- Perform due diligence on selected products on market potential and competitive landscape
- Identify product opportunities and maintain and update project information in database
- Prepare ad hoc reports from collected data for Portfolio Management team
- Identify new product development opportunities
- Support forecasting for new and existing product opportunities in Portfolio Management
- Assist with Portfolio Management activities from the start of the project (idea), including developing executive allocation slides, forecasting calculations for project justification
- Search and review various FDA websites, industry databases and PIV list for competitive Intelligence
- Assist with the re-balancing of portfolios and asset mix shifts
- Input trades, when required
- Model, monitor and rebalance portfolios, when required
Qualifications for portfolio management
- Experienced and effective in a matrix organization managing a team
- Proven ability to build strong and trusting relationships strong organizational, time management, communications, decision-making, planning, project and problem-solving skills
- Business and digital goals
- Prior completion of Accounting or Finance coursework
- A minimum of 3 to 5 years of work experience in the financial services industry
- Have an adaptable nature and in particular have the ability to be flexible with the scope of work required
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Portfolio Management Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of portfolio management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio management
- Proficiency in MS Excel and some programming experience will be well-regarded (ideally VBA & SQL)
- Proficiency in MS Excel and some programming experience desired (ideally VBA & SQL)
- Prepare, send and track asset mix change and confirmation letters, client review letters
- Ensure compliance to client mandate and portfolio models
- Administer cash management, including identification of cash holdings
- Leverage internal business partners including specialized sales forces, alternate delivery channels, and service partners
- Ensure that timely and high quality information concerning projects and resources is available for relevant stakeholders involved in Portfolio Management for decision making
- Closely collaborate with F&C Controller to ensure that project spending and planning information is duly updated and reported to the R&D controller
- Support NRC Portfolio Manager and Department Heads by providing analysis and recommendations on project portfolio in order to maximize its value
- Promote a culture of prioritization, cross-functional collaboration and business impact
Qualifications for portfolio management
- End-to-end Portfolio management & portfolio monitoring
- Credit assessment / underwriting of corporate clients
- At least basic programming skills and preferably knowledge of modern programming language (Python, R, Matlab)
- 12+ years project management leadership experience, PMP certification a plus
- Proven ability to effectively interact and influence at the C-level
- Excellent presentation and written communication skills across all levels