Full-time

Atlanta Georgia United States

No

Company: Augmentjobs
Salary Range: $52,000 - $100,000
Experience Level: 2-5 years

Job Summary:

As a Junior Portfolio Manager at Augmentjobs, you will assist in managing investment portfolios by analyzing market trends, assessing financial performance, and making recommendations to optimize portfolio returns. This role is ideal for individuals with a solid foundation in finance and investment, looking to further their career in portfolio management.

Key Responsibilities:

• Portfolio Management: Assist in managing investment portfolios by conducting market research, analyzing financial data, and implementing investment strategies under the guidance of senior portfolio managers.

• Performance Monitoring: Track portfolio performance, prepare regular reports, and analyze deviations from benchmarks to ensure alignment with investment goals.

• Research & Analysis: Conduct thorough research on potential investment opportunities, including equity, fixed income, and alternative assets. Analyze financial statements, economic data, and market trends.

• Client Interaction: Support client meetings and presentations by providing insights and updates on portfolio performance and investment strategies.

• Risk Management: Assist in identifying and assessing risks associated with portfolio investments and recommend mitigation strategies.

• Compliance: Ensure compliance with regulatory requirements and company policies related to portfolio management and investment practices.

• Administrative Support: Maintain accurate records, perform administrative tasks related to portfolio management, and assist in the preparation of investment documentation.

Skills & Qualifications:

• Educational Background: Bachelor's degree in Finance, Economics, Business Administration, or a related field. CFA designation or progress toward CFA certification is a plus.

• Experience: 2-5 years of experience in investment analysis, financial services, or portfolio management. Experience with portfolio management software and tools is beneficial.

• Analytical Skills: Strong analytical and quantitative skills with the ability to interpret complex financial data and market trends.

• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and team members.

• Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting.

• Problem-Solving: Ability to identify issues, analyze alternatives, and recommend solutions in a fast-paced environment.

• Technical Proficiency: Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and financial modeling tools. Experience with portfolio management software (e.g., Bloomberg, FactSet) is a plus.

• Team Player: Strong interpersonal skills and the ability to work collaboratively within a team and across departments.

Benefits:

• Competitive salary and performance-based incentives.

• Comprehensive health and dental insurance.

• Retirement savings plan with company match.

• Professional development opportunities and support for obtaining relevant certifications.

• Dynamic and supportive work environment with opportunities for career growth.

Augmentjobs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.