Description
Manage and grow client investment portfolios by allocating assets, selecting securities or managers, and managing risk to meet return and liquidity goals. Execute trades, monitor markets, and deliver ongoing advice, reporting, and tax-efficient strategies for individuals and institutions.
- • Execute buy and sell orders for client portfolios with best execution.
- • Monitor markets, risk exposures, and portfolio positions.
- • Optimize trade pricing and timing consistent with client objectives.
- • Maintain accurate records of trades, allocations, and cash movements.
- • Buy or sell stocks, bonds, funds, derivatives, or foreign currencies on behalf of clients.
- • Complete trade tickets and ensure timely confirmation and settlement.
- • Report portfolio holdings, performance, and risk metrics.
- • Interview clients to assess assets, liabilities, cash flow, tax status, and goals.
- • Discuss investment options with clients and keep them informed about transactions.
- • Develop investment policy statements and tailored asset-allocation plans.
- • Present and explain discretionary portfolio management services to prospects.
- • Identify investment opportunities across asset classes and geographies.
- • Construct diversified portfolios based on client needs and market outlook.
- • Review all transactions for accuracy and regulatory compliance.
- • Onboard new clients and coordinate account opening and asset transfers.
- • Devise trading, options, or hedging strategies to manage risk and enhance returns.
- • Analyze macroeconomic, political, and sector factors affecting prices.
- • Communicate market conditions and portfolio impacts to clients and internal teams.
- • Advise on the purchase, sale, or retention of specific securities.
- • Evaluate fees, expenses, and taxes to improve after-tax, net-of-fee returns.
- • Explain market terminology, portfolio reports, and trading practices to clients.
- • Calculate and review management fees and prepare client billing.
- • Prepare performance, risk, and attribution reports against benchmarks.
- • Supervise operations staff and oversee trade settlement and reconciliation.
- • Route orders to brokers or trading desks and monitor execution quality.
- • Negotiate trading terms and liquidity with counterparties when appropriate.
- • Request competitive quotes and conduct due diligence on securities or managers.
- • Value and price portfolio holdings using market data and models.
- • Use derivatives for hedging, rebalancing, or targeted exposure.
- • Rebalance portfolios and manage cash for liquidity needs and capital calls.
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Financial Services
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
