Investment Portfolio Manager

Job Overview

Newity is seeking a knowledgeable and results-driven Investment Portfolio Manager to oversee investment portfolio strategies, conduct in-depth financial research, and identify opportunities that support the company's investment objectives.

Key Responsibilities

• Develop, manage, and optimize investment portfolios in alignment with organizational objectives.
• Conduct comprehensive financial research, market analysis, and investment assessments.
• Identify and evaluate investment opportunities across various asset classes.
• Monitor portfolio performance, asset allocation, and market developments.
• Assess investment risks and implement appropriate risk management strategies.
• Prepare investment reports, financial forecasts, and strategic recommendations.
• Collaborate with relevant stakeholders to support investment planning and long-term portfolio growth.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
• Professional experience in investment management, portfolio analysis, financial research, or asset management.
• Strong understanding of financial markets, investment principles, and portfolio management strategies.
• Excellent analytical, quantitative, and problem-solving skills.
• Ability to interpret financial data and translate insights into actionable investment decisions.
• Strong communication, organizational, and decision-making abilities.
• CFA, CAIA, or other relevant professional certifications are preferred but not required.

Pay: $128,000.00 - $147,000.00 per year

Benefits

• 401(k)
• 401(k) 10% Match
• 401(k) 2% match
• 401(k) 3% Match
• 401(k) 4% Match
• 401(k) 5% Match
• 401(k) 6% Match
• 401(k) 7% Match
• 401(k) 8% Match
• 401(k) 9% Match
• 401(k) matching
• Adoption assistance
• Caregiver leave
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Gym membership
• Happy hour
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Prescription drug insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Wellness program

Work Location: Remote