Portfolio Manager

Beta Wealth Group is seeking an experienced Portfolio Manager to join our team. We are looking for an individual with a passion for financial markets and portfolio management for this client facing role. The Portfolio Manager, at a minimum, will be responsible for overseeing investment portfolios, analyzing financial data, and developing strategies to maximize returns while managing risks effectively.

**Duties:**

Applicant should have hands-on experience with portfolio management. Assets included in our portfolios include individual stocks, ETFs, mutuals funds, structured notes, options, fixed income, and alternative investments.

- Conduct financial analysis to assess the performance of investment portfolios

- Develop and implement investment strategies based on market trends and client goals

- Monitor portfolio performance and make adjustments as needed to optimize returns

- Manage relationships with clients, providing financial advice and addressing inquiries

- Utilize financial software for portfolio management and reporting

- Conduct research on various investment opportunities and market conditions

- Implement risk management strategies to protect assets and minimize losses

- Present in client meetings on performance, portfolio review, asset allocation changes and market commentary

**Skills:**

- Proficiency in financial software for portfolio management

- Strong financial analysis skills

- Excellent relationship management abilities

- Research skills to analyze market trends and opportunities

- Experience in portfolio management

- Strong mathematical aptitude

- Background in financial services

- Excellent in written and verbal communication

Applicants must possess the required skills and experience in the field of finance and portfolio management.