Portfolio Manager

About the role

As a Portfolio Manager at Bamboohr, you will play a role in overseeing and optimizing our investment strategies. This position requires a deep understanding of market trends and asset management to ensure that our portfolio aligns with the company's financial goals. You will collaborate closely with various teams to analyze performance metrics and make informed decisions that drive growth and profitability. This is an to contribute to a dynamic organization located in Dayton, Ohio, where your expertise will directly impact our success.

Key facts

What you'll do

• Develop and implement investment strategies that align with the company's objectives and risk tolerance.
• Conduct thorough market research to identify emerging trends and opportunities for portfolio enhancement.
• Monitor and analyze the performance of existing investments, providing regular reports and insights to senior management.
• Collaborate with financial analysts to assess the viability of potential investments and make recommendations.
• Manage relationships with external investment managers and advisors to ensure alignment with our strategic goals.
• Prepare detailed presentations for stakeholders, showcasing portfolio performance and strategic initiatives.
• Lead quarterly portfolio reviews, adjusting strategies as necessary based on market conditions and performance metrics.
• Ensure compliance with regulatory requirements and internal policies related to investment management.
• Mentor junior team members, providing guidance on best practices in portfolio management and investment analysis.
• Participate in industry conferences and networking events to stay updated on market developments and expand professional connections.
• advanced financial modeling techniques to forecast potential returns and assess risk factors associated with investments.
• Collaborate with the finance team to align investment strategies with overall financial planning and budgeting processes.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; a Master's degree or CFA designation is preferred.
• A minimum of 5 years of experience in portfolio management or a related financial services role.
• Strong analytical skills with a proven ability to interpret complex financial data and market trends.
• Excellent communication skills, both written and verbal, with the ability to present findings clearly to diverse audiences.
• Proficiency in financial modeling and analysis tools, including Excel and investment management software.
• Demonstrated ability to work collaboratively in a team-oriented environment while also being self-motivated.
• Strong organizational skills with the ability to manage multiple projects and deadlines effectively.

Nice to have

• Experience with alternative investments, such as private equity or hedge funds.
• Familiarity with ESG (Environmental, Social, and Governance) investing principles.
• Knowledge of regulatory frameworks affecting investment management.
• Previous experience in a leadership role within a financial institution.
• Advanced certifications such as CAIA or FRM would be advantageous.

Skills & tools

• Financial analysis and modeling
• Portfolio management software (e.g., Bloomberg, FactSet)
• Risk assessment and management tools
• Data visualization software (e.g., Tableau, Power BI)
• Strong proficiency in Microsoft Office Suite, particularly Excel

Practical notes

• This position is based in Dayton, Ohio, and may require occasional travel for client meetings or industry events.
• The salary is competitive and will be determined based on the candidate's experience and qualifications.
• Bamboohr is committed to fostering a diverse and inclusive workplace and encourages applications from individuals of all backgrounds.
• Candidates requiring visa sponsorship should indicate their status in their application.

META

Company: Bamboohr

Title: Portfolio Manager

Listed

location: Dayton, Ohio

Job type: Full-time

Apply URL: https://tangramflex.bamboohr.com/careers/140

In this role, you will have the opportunity to shape the future of our investment strategies while working in a supportive and innovative environment. If you are about portfolio management and ready to take on new challenges, we encourage you to apply and join our team at Bamboohr.