Portfolio Manager at Bluebulb Financials Limited

Role Overview: 

• We are seeking a dynamic and experienced Portfolio Manager at Bluebulb to oversee fund and investment allocation, product development, and the overall portfolio strategy for our asset management firm. The individual will ensure alignment with the firm's objectives while adhering to regulatory requirements. This role demands expertise in market analysis, portfolio strategy, financial product design, and a strong understanding of industry regulations.

Key Responsibilities: 

• Develop and manage investment portfolios to achieve targeted returns within acceptable risk parameters, ensuring alignment with the organization's strategic goals. 
• Design and launch innovative financial products tailored to client needs and market demands, maintaining a balance between market competitiveness and compliance with regulatory standards.
• Conduct in-depth market research and analysis to identify investment opportunities, leveraging data-driven insights and market trends to inform strategic decisions.
• Monitor portfolio performance, implement rebalancing strategies, and ensure optimal asset allocation.
• Ensure compliance with all relevant regulations by proactively monitoring regulatory changes and implementing necessary adjustments to maintain adherence.
• Collaborate with clients and stakeholders to understand their investment objectives, assess their risk tolerance, and provide tailored solutions that align with their financial goals.
• Prepare detailed portfolio reports that incorporate key performance metrics, insights, and trend analysis, and present performance updates to clients and senior management with strategic recommendations for optimization.
• Work closely with the Risk Manager to evaluate, quantify, and mitigate portfolio-related risks, ensuring alignment with the firm's risk appetite and strategic objectives. 

Qualifications and Skills:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or CFA designation preferred.
• 7 + years of experience in portfolio management within the asset management industry.
• Proven expertise in product development, financial modelling, and investment strategy. 
• Strong knowledge of regulatory frameworks governing asset management.
• Excellent analytical, quantitative, and decision-making skills.
• Exceptional communication and interpersonal skills for client interaction and team collaboration.
• Proficiency in portfolio management software and financial analysis tools.