Equity Portfolio Managers at CredPal

Purpose Statement

• The Equity Portfolio Manager will be responsible for overseeing and managing equity portfolios on behalf of our clients.
• This individual will develop and implement investment strategies, conduct thorough research and analysis, monitor portfolio performance, and provide timely investment recommendations. The Equity Portfolio Manager will play a crucial role in delivering excellent investment results and maintaining strong client relationships.

Key Responsibilities

• Build and manage client equity portfolios.
• Implement asset allocation decisions and rebalance portfolios as needed to optimize risk-return profiles.
• Develop and implement equity investment strategies that meet specific business goals.
• Analyze financial statements, economic data, market trends, and news to evaluate the performance and valuation of individual equities.
• Identify and assess potential risks associated with equity investments and develop risk mitigation strategies.
• Generate comprehensive investment reports, including portfolio performance analysis, attribution analysis, and market commentary.
• Stay abreast of industry trends, macroeconomic factors, and regulatory changes that may impact equity markets.

Qualifications and Requirements

• Bachelor's Degree in Finance, Economics, or a related field.
• Proficient in using financial software and tools such as Bloomberg, Excel etc
• Minimum of 7+ years of experience in equity portfolio management.
• Proven track record of successfully managing equity portfolios and delivering strong investment results.
• Strong understanding of risk management principles.
• Strong understanding of equity markets and strategies.
• Experience with equity trading platforms and analytics software.

Benefits

• Competitive salary and benefits package.
• Opportunity to work with a high-performing team of professionals.
• Chance to make a significant impact on the lives of our clients.