Portfolio Manager in Phoenix (Onsite) ---CFA / CFP or equivalent financial certification (preferred)

[M KUMAR]

Title:  Portfolio Manager – 15+ Years Experience

Location: Phoenix (Onsite)

🔹 Job Summary

We are seeking a highly experienced Portfolio Manager with 15+ years of expertise in investment and financial portfolio management. The ideal candidate will combine strong financial acumen with exceptional communication and advanced content development skills. This role requires managing complex investment portfolios while delivering clear, data-driven insights and client-ready financial communications.

 

🔹 Required Qualifications

• 15+ years of experience in Portfolio Management / Investment Management / Financial Advisory
• Strong expertise in financial modeling, asset allocation, and risk management
• Advanced content writing and reporting experience (client-facing financial content preferred)
• Proficiency in MS Office Suite (Excel, PowerPoint, Word)
• Strong organizational and stakeholder management skills

 

🔹 Preferred Qualifications

• MBA or Master’s degree in Finance, Economics, or related field
• CFA / CFP or equivalent financial certification (preferred)
• Experience creating executive-level investment presentations and reports
• Strong knowledge of market research, investment strategies, and portfolio analytics

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 Thanks &  regards

Madhu Kumar