Portfolio Manager

QDec Services • Toronto, CA • 19h ago

We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.

A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.

Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

It’s a remote job. Candidate will work from their home or shared office space.

Responsibilities Provide advice and guidance for investment opportunities to customers Process Transactions and fund client portfolio Communicate with clients about their accounts, market conditions and economic trends