Portfolio Manager
3 weeks ago
Portfolio Manager
who can oversee and optimize our clients funds, ensuring high performance while adhering to the operational requirements of trading digital asset-linked securities in U.S. markets.
Role OverviewThe
Portfolio Manager – SMA
will manage client portfolios with a focus on delivering superior risk-adjusted returns through regulated digital asset products, such as Bitcoin ETFs. This role requires a deep understanding of portfolio management principles, adaptability to dynamic global markets, and the discipline to manage operations in alignment with
U.S. market trading hours .
Key ResponsibilitiesPortfolio ManagementDevelop and execute tailored investment strategies aligned with client objectives and risk profiles using digital asset products.Actively monitor and rebalance portfolios during
U.S. market hours
to respond to market movements and optimize performance.Analyze Bitcoin ETFs and crypto derivatives for potential opportunities, ensuring clients' investments are optimized for growth and risk management.Market Research and AnalysisConduct ongoing research into global financial markets, focusing on digital assets and macroeconomic factors influencing U.S. securities.Evaluate regulatory developments and their impact on investment strategies.Collaborate with analysts to integrate research insights into actionable portfolio decisions.Client EngagementBuild strong relationships with HNI and UHNI clients, understanding their financial goals and providing regular updates on portfolio performance.Clearly communicate the rationale behind investment decisions, risks, and market trends in a client-friendly manner.Maintain consistent availability for client inquiries and provide timely updates, especially during critical market events.Risk Management and ComplianceImplement robust risk management practices, particularly for volatile crypto derivatives, to safeguard client investments.Ensure adherence to all regulatory standards and internal compliance protocols.Maintain detailed records of portfolio transactions and decision-making processes for audit and compliance purposes.Timeliness and DisciplineManage all trading activities and portfolio adjustments during
U.S. market hours , ensuring optimal alignment with market opportunities.Demonstrate flexibility to adapt to international time zones and prioritize the needs of U.S.-linked investments.Learning and AdaptabilityQuickly develop expertise in Bitcoin ETFs, digital assets, and the broader blockchain ecosystem.Adapt to the fast-paced nature of the crypto market, integrating emerging opportunities into investment strategies.Collaboration and LeadershipWork closely with marketing, compliance, and research teams to ensure alignment of investment strategies with overall business objectives.Guide and mentor junior team members or analysts to enhance team performance and efficiency.
Qualifications and SkillsEducation : Bachelor’s degree in Finance, Economics, or a related field. A CFA, CFP, or equivalent certification is highly desirable.Experience :Minimum of 5+ years in portfolio management, wealth management, or investment advisory roles.Exposure to managing ETFs, derivatives, or alternative assets is a significant advantage.Technical Skills :Strong analytical abilities to evaluate complex investment products and market trends.Proficiency in portfolio management tools, financial analysis software, and trading platforms.Client Focus : Exceptional interpersonal skills to manage relationships with high-value clients and deliver a superior service experience.Adaptability and Discipline : Willingness to adhere to U.S. market hours and manage operations effectively across time zones.Regulatory Awareness : Strong understanding of global financial regulations, particularly for ETFs and derivatives.Proactive Problem-Solving : Ability to act decisively under time constraints and respond to market events in real-time.
What We OfferCompetitive compensation package, including performance-based incentives.Opportunity to work at the intersection of traditional finance and digital assets.Access to industry-leading tools and resources to enhance portfolio performance.A collaborative and innovative work environment focused on professional growth.
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