Portfolio Manager

Vintti specializes in providing US companies with a financial edge through smart staffing solutions. We bridge the gap between American businesses and Latin American talent, offering access to a vast pool of skilled professionals at competitive rates. This approach enables our clients to scale their operations more efficiently, reduce hiring costs, and invest in growth opportunities without compromising on quality.

A Portfolio Manager is responsible for the strategic management and oversight of investment portfolios, with the goal of achieving optimal financial performance and risk management. They analyze market trends, economic data, and financial reports to make informed investment decisions. Working closely with clients, they develop tailor-made investment strategies that align with the clients' financial objectives and risk tolerance. Additionally, Portfolio Managers continuously monitor and adjust portfolios to maximize returns while mitigating potential risks, ensuring investments remain aligned with the clients' evolving financial goals.

- Bachelor’s degree in Finance, Economics, Business Administration, or related field
- Master’s degree or CFA designation preferred
- Minimum of 5 years of experience in portfolio management or a related field
- Strong knowledge of investment strategies, asset allocation, and risk management
- Proficiency in financial software and portfolio management tools
- Excellent analytical and quantitative skills
- Strong understanding of financial markets and economic trends
- Ability to interpret complex financial data and reports
- Proven track record of successful investment performance
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- High attention to detail and strong organizational skills
- Ability to work independently and as part of a team
- Strong decision-making and problem-solving skills
- Ability to manage multiple tasks and meet deadlines
- Understanding of compliance and regulatory requirements
- Experience in conducting market research and financial analysis
- Ability to mentor and train junior staff
- Professional demeanor and strong ethical standards
- Proficiency in Microsoft Office Suite, especially Excel

- Monitor and analyze daily performance of investment portfolios.
- Conduct market and economic research for informed investment decisions.
- Review financial news, reports, and forecasts to track market trends.
- Execute buy and sell orders for portfolio securities.
- Develop and implement strategies aligned with client investment goals.
- Communicate portfolio performance updates to clients regularly.
- Conduct risk assessments and manage portfolio risk exposure.
- Evaluate and perform due diligence on new investment opportunities.
- Prepare detailed performance reports and presentations.
- Collaborate with financial analysts and team members for insights and data.
- Ensure compliance with regulatory requirements and internal policies.
- Rebalance portfolios to maintain target asset allocations.
- Address client inquiries and concerns regarding investments.
- Update and maintain accurate investment records and documentation.
- Participate in meetings with potential clients to present investment services.
- Review and adjust investment models and forecasts based on new data.
- Manage and optimize portfolio cash flows.
- Provide training and mentorship to junior staff and analysts.
- Utilize financial software and tools for portfolio management and analysis.

The ideal candidate for the Portfolio Manager role will possess a robust educational foundation, holding at least a Bachelor’s degree in Finance, Economics, Business Administration, or a related field, with a Master's degree or CFA designation being highly preferred. With a minimum of 5 years of experience in portfolio management or a related discipline, the candidate will exhibit a deep understanding of investment strategies, asset allocation, and risk management. Proficiency in financial software and portfolio management tools, coupled with excellent analytical and quantitative skills, will be critical to their success. A strong grasp of financial markets and economic trends, alongside an ability to interpret complex financial data and reports, will set the ideal candidate apart. They will have a proven track record of successful investment performance and possess exceptional communication and interpersonal skills, enabling them to build and sustain strong client relationships. The candidate will demonstrate high attention to detail, strong organizational skills, and the capacity to work both independently and collaboratively. Excellent decision-making and problem-solving skills, coupled with the ability to manage multiple tasks and meet deadlines, are essential. A thorough understanding of compliance and regulatory requirements, experience in market research and financial analysis, and the ability to mentor junior staff will further distinguish them. The candidate will exhibit strong ethical standards, professionalism, integrity, and trustworthiness, with a proactive approach to identifying and addressing issues. A high level of curiosity, passion for continuous learning, and an innovative mindset focused on optimizing investment strategies, all within a dynamic environment, will be pivotal. Their adeptness in using tools like Microsoft Office Suite, especially Excel, will complete their profile, making them an exceptional fit for this role.

- Monitor and analyze the performance of investment portfolios on a daily basis.
- Conduct market and economic research to inform investment decisions.
- Review financial news, reports, and forecasts to stay updated on market trends.
- Execute buy and sell orders for securities in clients' portfolios.
- Develop and implement investment strategies aligned with clients' objectives.
- Communicate regularly with clients to provide updates on portfolio performance.
- Conduct risk assessments and manage the risk exposure of portfolios.
- Evaluate new investment opportunities and perform due diligence.
- Prepare detailed reports and presentations on portfolio performance.
- Collaborate with financial analysts and other team members for data and insights.
- Monitor compliance with regulatory requirements and internal policies.
- Rebalance portfolios to maintain target asset allocations.
- Respond to client inquiries and address concerns related to their investments.
- Update and maintain investment records and documentation.
- Participate in meetings with potential clients to discuss investment services.
- Review and adjust investment models and forecasts based on new data.
- Manage and optimize cash flows within the investment portfolios.
- Provide training and mentorship to junior staff and analysts.
- Utilize financial software and tools for portfolio management and analysis.

- Strong analytical and critical thinking skills
- Excellent quantitative abilities
- High attention to detail
- Strong problem-solving capabilities
- Exceptional communication skills, both written and verbal
- Ability to build and maintain strong client relationships
- Strong ethical standards and professionalism
- High level of integrity and trustworthiness
- Self-motivated with the ability to work independently
- Effective team collaboration skills
- Ability to mentor and train junior staff
- Strong decision-making skills
- Ability to manage multiple tasks efficiently
- Adaptability and flexibility in a dynamic environment
- Strong organizational and time management skills
- Proactive approach to identifying and addressing issues
- High level of curiosity and passion for continuous learning
- Strong understanding of financial markets and economic trends
- Innovative mindset with a focus on optimizing investment strategies
- High level of proficiency in financial software and tools
- Committed to staying informed on regulatory requirements and industry standards

- Competitive salary range based on experience and qualifications
- Performance-based bonuses and incentives
- Medical, dental, and vision insurance plans
- Employer-sponsored retirement plans (e.g., 401(k) with company match)
- Flexible work hours and remote work options
- Paid time off (PTO) including vacation, sick leave, and holidays
- Professional development opportunities and reimbursement for certifications
- Employee wellness programs and resources
- Life and disability insurance coverage
- Employee assistance programs (EAP)
- Tuition reimbursement for further education
- Access to financial planning services
- Commuter benefits and transportation subsidies
- Collaborative and inclusive work environment
- Opportunities for career advancement and growth
- Access to industry conferences and networking events
- Company-sponsored social events and team-building activities
- Recognition and rewards programs
- Employee referral bonus program