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Stockholm
Product | Business, Operations | Finance

Job brief

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

A Portfolio Managerโ€™s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clientsโ€™ 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.

Responsibilities

  • Provide client consultation to develop investment objectives
  • Provide advice and guidance for investment opportunities to customers
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Manage equity and bond portfolios to maximize investment returns
  • Commensurate acceptable levels of risk based on client instructions

Requirements and skills

  • Proven work experience as a Portfolio Manager or similar role
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Masterโ€™s degree in business, finance, investment or a related field preferred


English Jobs Sweden
About:  English Jobs Sweden

EnglishJobs.se specializes in recruiting international talent for Swedish companies. Since 2009 we have have helped over 8000 professionals connect with traditional companies such as as Ericsson, Skanska, ABB, Volvo and SAAB as well Swedish startups such as Spotify, TrueCaller, Klarna and Skype. We welcome talent with a multicultural background and knowledge of local cultures, languages and business markets. Industries we cover: Tech, Marketing & Communications, Events, Media, Retail, Travel, Hospitality, Finance, Gaming, Healthcare, Consulting


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Our recruitment process

EnglishJobs.se handles this recruitment process and our client wishes that all questions regarding the position be directed to: Marie Lindstrom,
Recruitment Manager,
marie.lindstrom@englishjobs.se

This is an expression of interest, and we will only contact candidates based on our client’s needs. Upon registration, your details will be saved and can be retrieved in connection with future recruitments.

Our selection process is continuous and the advert may close before the recruitment process is completed if we have moved forward to the next phase.

The process includes two tests: one personality test and one cognitive test.ย The tests are tools to find the right talent for the right position, to enable equality, diversity, and a fair process.
You can expect 3 interviews during the process. 1) with a colleague, 2) with a manager or team leader, and 3) with HR.

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