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Financial Manager

Robert Half

DescriptionRobert Half is seeking an experienced Senior Financial Portfolio Manager to lead portfolio strategy, oversee investment performance, and drive strong risk-adjusted returns across a diverse portfolio. This role requires a strategic thinker with deep market knowledge, strong leadership skills, and the ability to collaborate with internal stakeholders and clients to align investment objectives with long-term financial goals.Key ResponsibilitiesDevelop and execute portfolio management strategies aligned with client or organizational objectivesMonitor portfolio performance, asset allocation, and risk exposure across investment holdingsConduct market research and economic analysis to identify opportunities and potential risksRecommend investment decisions, rebalancing actions, and portfolio adjustments based on performance and market conditionsPartner with analysts, traders, and senior leadership to optimize portfolio resultsOversee compliance with internal investment policies, regulatory requirements, and fiduciary standardsPrepare and present portfolio reviews, performance reports, and investment recommendations to clients or executive leadershipMentor junior portfolio management and investment team membersMaintain strong relationships with clients, advisors, and key stakeholdersRequirementsQualificationsBachelor’s degree in Finance, Economics, Accounting, Business, or related fieldMBA, CFA, or other advanced financial designation preferred8+ years of experience in portfolio management, investment management, asset management, or a related fieldStrong understanding of asset allocation, portfolio construction, performance analytics, and risk managementExperience managing multi-asset portfolios and making strategic investment recommendationsKnowledge of financial markets, economic trends, and investment productsExcellent analytical, communication, and presentation skillsProven leadership ability and experience working with cross-functional teamsProficiency in portfolio management systems, financial modeling, and reporting toolsJob typePerm

Vacancy posted 13 hours ago
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