Job Description

Job Description

Job Description

As a Portfolio Manager, you will be responsible for constructing and managing model investment portfolios, overseeing trading activities, and maintaining efficient portfolio operations. The role will involve continuous portfolio monitoring, rebalancing, and conducting detailed research and analytics to ensure performance aligns with client goals and market conditions.

This role is critical for ensuring the effective construction, execution, and management of client portfolios, contributing to the overall success of investment strategies.

$120,000 - $150,000 yearly

Portfolio Construction & Model Management:

• Develop and maintain diversified model portfolios across various asset classes.
• Implement strategic asset allocation based on the client’s risk tolerance and financial objectives.
• Continuously evaluate and optimize portfolios to improve returns and manage risk.

Trading & Rebalancing:

• Execute trades across client accounts to achieve desired asset allocations in accordance with model portfolios.
• Monitor portfolios for necessary adjustments, and rebalancing assets based on market movements, cash flows, and performance deviations.
• Ensure all trading activities comply with internal policies and regulatory guidelines.

Portfolio Monitoring & Performance Tracking:

• Conduct regular reviews of portfolio performance and risk metrics.
• Identify any discrepancies from benchmarks or model strategies, making necessary adjustments to maintain target asset allocations.
• Provide detailed reporting on portfolio analytics, including risk-adjusted returns and attribution analysis.

Analytics & Research:

• Perform research on market trends, economic developments, and investment opportunities across asset classes.
• Utilize financial models and analytics tools to generate insights, supporting data-driven decision-making.
• Provide recommendations for asset selection, model adjustments, and new investment strategies based on research findings.

• Strong understanding of portfolio construction, trading mechanics, and asset allocation principles.
• Experience with portfolio analytics tools and performance monitoring software.
• Ability to synthesize market research into actionable portfolio strategies.
• Excellent analytical and problem-solving skills, with a keen eye for detail in data and performance evaluation.
• Effective communication skills to present findings and recommendations clearly.

Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.

What We Offer

Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.

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