Fund Manager

Vintti is a staffing agency dedicated to boosting the economic efficiency of US companies. We provide access to a diverse range of skilled Latin American professionals, allowing businesses to build robust teams without the traditional high costs associated with domestic hiring. Our model supports companies in maximizing their resources, driving innovation, and achieving sustainable growth.

A Fund Manager is a professional responsible for overseeing and managing investment portfolios by making informed decisions on buying, holding, and selling financial assets such as stocks, bonds, and other securities. They aim to achieve the best possible returns for their clients or organization while balancing risk and adhering to regulatory requirements. Fund Managers conduct extensive market research, analyze financial data, and develop strategic investment plans to meet the specific goals of the funds they manage. They play a crucial role in optimizing portfolio performance through active management and continuous monitoring of market trends and economic indicators.

- Bachelor's degree in finance, economics, business, or a related field
- CFA (Chartered Financial Analyst) designation or equivalent professional certification preferred
- Minimum of 5 years of experience in fund management, investment banking, or related financial services
- Proven track record of successful portfolio management and investment performance
- Strong analytical skills and ability to interpret complex financial data and trends
- Proficiency in financial modeling, forecasting, and analysis
- Excellent knowledge of financial markets, instruments, and investment strategies
- Experience with investment research and financial analysis tools (e.g., Bloomberg, Morningstar, Reuters)
- Strong understanding of regulatory requirements and compliance standards
- Exceptional communication and presentation skills, both verbal and written
- Ability to build and maintain strong relationships with clients, stakeholders, and industry professionals
- High level of integrity and ethical standards in handling confidential and sensitive information
- Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines
- Proficient in using financial software and tools, including MS Excel, portfolio management systems, and risk analysis applications
- Ability to work collaboratively in a team environment and provide leadership, mentorship, and guidance to junior staff
- Strong problem-solving skills and the ability to make informed decisions under pressure
- Continuous learning mindset and adaptability to new financial technologies and methodologies
- High attention to detail and accuracy in reporting and documentation
- Commitment to staying updated on market trends, economic developments, and industry best practices
- Client-focused mindset with a dedication to achieving clients' financial goals and objectives

- Analyze financial statements, market trends, and economic data to inform investment decisions
- Monitor and review performance of existing investments and asset allocation
- Conduct meetings with analysts, researchers, and financial professionals for insights and recommendations
- Develop and implement investment strategies aligning with clients' risk tolerance and financial goals
- Execute buy and sell orders for securities, ensuring regulatory and policy compliance
- Prepare detailed reports and presentations on portfolio performance, risk analysis, and investment outlook
- Communicate regularly with clients to provide portfolio updates and respond to inquiries
- Stay informed about financial market changes, global economies, and industry developments
- Assess impact of economic news, policy changes, and market events on investment strategies
- Collaborate with legal, compliance, and risk management teams to ensure investment activity integrity and legality
- Review and adjust portfolio allocations to optimize performance and manage risk
- Evaluate new investment opportunities, including stocks, bonds, real estate, and alternative assets
- Network and build relationships with potential clients, institutional investors, and industry contacts
- Track and analyze key performance indicators and benchmarks for managed funds
- Utilize financial software and tools for investment modeling, forecasting, and tracking
- Participate in regular team meetings to discuss strategy, performance, and market conditions
- Stay updated on current and emerging financial technologies and investment methodologies
- Manage client relationships, addressing needs, expectations, and feedback on fund performance
- Ensure accuracy and timeliness of all investment-related documentation and reporting
- Provide mentorship and guidance to junior analysts and associates within the team

The ideal candidate for the role of Fund Manager will possess a bachelor's degree in finance, economics, business, or a related field, with a CFA designation or equivalent professional certification preferred. They will bring a minimum of 5 years of experience in fund management, investment banking, or related financial services, showcasing a proven track record of successful portfolio management and investment performance. This individual will have strong analytical and critical thinking abilities, with the capability to interpret complex financial data and market trends. They will demonstrate expertise in financial modeling, forecasting, and analysis, utilizing tools such as Bloomberg, Morningstar, and Reuters, and will have a deep understanding of regulatory requirements and compliance standards. With exceptional communication and presentation skills, both verbal and written, the ideal candidate will effectively articulate investment strategies and performance to clients and stakeholders. Integrity and high ethical standards will be paramount in their handling of confidential information. Equally important, they will exhibit strong organizational and time management skills to manage multiple tasks and deadlines efficiently. Proficiency in financial software, including MS Excel, portfolio management systems, and risk analysis applications, will be essential. The ideal candidate will have a proactive, results-driven mindset with high adaptability to changing market conditions and financial technologies. They will excel in building and maintaining strong client relationships, and will be a strategic thinker adept at aligning investments with clients’ financial goals. Demonstrating collaborative leadership skills, they will provide mentorship and guidance to junior staff, and possess the ability to make informed decisions under pressure, ensuring optimal investment performance and risk management.

- Analyze financial statements, market trends, and economic data to inform investment decisions
- Monitor and review the performance of existing investments and asset allocation
- Conduct meetings with analysts, researchers, and other financial professionals to gather insights and recommendations
- Develop and implement investment strategies and portfolios that align with clients' risk tolerance and financial goals
- Execute buy and sell orders for securities, ensuring compliance with regulatory requirements and internal policies
- Prepare detailed reports and presentations on portfolio performance, risk analysis, and investment outlook for clients and stakeholders
- Communicate regularly with clients to provide updates on their portfolio performance and respond to their inquiries
- Stay informed about changes in financial markets, global economies, and industry developments
- Assess the impact of economic news, policy changes, and market events on investment strategies
- Collaborate with legal, compliance, and risk management teams to ensure the integrity and legality of investment activities
- Review and adjust portfolio allocations as necessary to optimize performance and manage risk
- Evaluate new investment opportunities, including stocks, bonds, real estate, and alternative assets
- Network and build relationships with potential clients, institutional investors, and industry contacts
- Track and analyze key performance indicators and benchmarks for funds under management
- Utilize financial software and tools for modeling, forecasting, and tracking investments
- Participate in regular team meetings to discuss strategy, performance, and market conditions
- Stay updated on current and emerging financial technologies and methodologies for investment management
- Manage client relationships, addressing their needs, expectations, and feedback on fund performance
- Ensure accuracy and timeliness of all investment-related documentation and reporting
- Provide mentorship and guidance to junior analysts and associates within the team

- Strong analytical and critical thinking abilities
- Excellent communication and presentation skills
- High degree of integrity and ethical standards
- Detail-oriented with strong organizational skills
- Proven leadership and team collaboration capabilities
- Results-driven and performance-oriented mindset
- Ability to build and maintain strong client relationships
- High adaptability to changing market conditions and financial technologies
- Strong problem-solving and decision-making skills
- Proactive and self-motivated with a continuous learning attitude
- Ability to handle high-pressure situations and meet tight deadlines
- Excellent proficiency in financial modeling, forecasting, and analysis software
- Strategic thinker with the ability to align investments with clients’ financial goals
- Deep understanding of financial markets, instruments, and compliance standards
- Strong networking skills with industry professionals and potential clients

- Competitive salary range commensurate with experience
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with employer contributions
- Performance-based bonuses and incentives
- Paid time off, including vacation, holidays, and sick leave
- Flexibility with remote work options and hybrid work environment
- Professional development opportunities, including continuing education and certifications
- Tuition reimbursement for related advanced degrees and courses
- Access to industry conferences, seminars, and networking events
- Opportunities for career advancement and growth within the organization
- Employee wellness programs, including mental health support and fitness memberships
- Comprehensive life insurance and disability coverage
- Relocation assistance, if applicable
- Modern and collaborative workplace environment with state-of-the-art facilities and technology
- Employee assistance programs for personal and professional support
- Access to exclusive financial tools and resources for personal investment management
- Regular team-building activities and company events to foster a positive work culture