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Portfolio Investment Specialist
3 months ago
Gemera Partners is seeking an experienced Investment Manager to join our dynamic team.
Key Responsibilities:
- Build, nurture, and maintain a diverse portfolio of client relationships.
- Proactively identify and pursue new business opportunities.
- Deliver tailored investment guidance aligned with clients' specific requirements.
- Assess and comprehend clients' investment goals, risk tolerance, and financial background.
- Provide clients and their advisors with detailed reports and insights regarding their investment activities, income distributions, and overall performance as needed.
Qualifications:
- Demonstrated expertise in investment management and client relationship development.
- Exceptional interpersonal skills with the ability to engage a variety of stakeholders.
- Experience with ethical and sustainable investment strategies.
- Comprehensive knowledge of private client investment offerings.
- Strong proficiency in portfolio construction, including risk assessment and performance attribution.
- Thorough understanding of regulatory frameworks governing investments.
- Solid grasp of investment strategies and asset allocation principles.