Financial Manager

Key Responsibilities

• Develop and execute portfolio management strategies aligned with client or organizational objectives
• Monitor portfolio performance, asset allocation, and risk exposure across investment holdings
• Conduct market research and economic analysis to identify opportunities and potential risks
• Recommend investment decisions, rebalancing actions, and portfolio adjustments based on performance and market conditions
• Partner with analysts, traders, and senior leadership to optimize portfolio results
• Oversee compliance with internal investment policies, regulatory requirements, and fiduciary standards
• Prepare and present portfolio reviews, performance reports, and investment recommendations to clients or executive leadership
• Mentor junior portfolio management and investment team members
• Maintain strong relationships with clients, advisors, and key stakeholders

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field
• MBA, CFA, or other advanced financial designation preferred
• 8+ years of experience in portfolio management, investment management, asset management, or a related field
• Strong understanding of asset allocation, portfolio construction, performance analytics, and risk management
• Experience managing multi-asset portfolios and making strategic investment recommendations
• Knowledge of financial markets, economic trends, and investment products
• Excellent analytical, communication, and presentation skills
• Proven leadership ability and experience working with cross-functional teams
• Proficiency in portfolio management systems, financial modeling, and reporting tools

Pay

Competitive compensation and benefits package

Schedule

Full-time position

Benefits

Medical, vision, dental, and life and disability insurance

Skills

Strategic thinking, market knowledge, leadership, collaboration, analytical skills, communication, presentation skills, financial markets, economic trends, investment products, asset allocation, portfolio construction, performance analytics, risk management, compliance, portfolio management systems, financial modeling, reporting tools

Robert Half

The world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.