Duties and Responsibilities:
The portfolio manager will manage investments portfolio on behalf of the firm. 

• The manager will identify identifying new investment opportunities, execute transactions and actively manage portfolio projects for the firm.
• Conduct market research and analyze investment opportunities across various asset classes.
• Have a good understanding of financial markets, financial market calculations,  and current economic conditions and utilize advanced research tools for investment recommendations and presentation to the investment committee.
• Preparing and maintaining investment reports for management, monitoring investments and portfolio performance.
• In consultation with the CIO, make strategic recommendations to achieve maximum performance within appropriate risk parameters and approved portfolio metrics.
• Drive and grow client investments and assets. Prospect, acquire, and manage the portfolio of clients’ investments(sustain and grow a portfolio of clients of HNI and qualified investors by building long-term relationships).
• Maintain compliance with financial regulations and internal policies.
• Build and maintain relationships with investors, fund managers, and financial institutions.
• Provide clients with investment recommendations working with the Chief investment officer managing maturities and reinvestments 
• Identify business and investment opportunities and secure investment mandates for the organization.
• Perform risk assessments and due diligence on potential investments.
• Evaluate economic trends and provide forecasts to guide investment decisions.
• Sound knowledge of financial market Conduct due diligence on prospects/clients, as well as both investors and investment targets.
• Analyze and make investment recommendations and carry out portfolio allocations.

Requirement

• Graduation from an accredited university or college with a bachelor’s degree with evidence of professional training in capital markets, investment theory, securities analysis, and portfolio analytic techniques.
• Three years experience in investment analysis and/or operations with a licensed financial services provider or equivalent institutional investment organization
•  A master’s degree in business administration and/ or Chartered Institute of stockbrokers (CIS) designation is highly desirable
• Excellent and demonstrated written, presentation, and business level communications skills in English.