Portfolio Manager

Job Description

Company Description R. Steven Contreras Inc. is a professional services firm focused on delivering tailored financial and investment solutions to a diverse client base. The company emphasizes building long-term relationships through transparent communication, disciplined portfolio management, and a client-first mindset. Team members collaborate remotely, using modern tools and data-driven processes to support effective decision-making. The organization values integrity, analytical rigor, and continuous learning to help clients pursue their financial goals.\n
Role Description This full-time remote Portfolio Manager role is responsible for overseeing client investment portfolios and supporting their long-term financial objectives. Day-to-day tasks include analyzing market trends and securities, evaluating portfolio performance, and rebalancing allocations in line with risk and return targets. The Portfolio Manager will execute trades, monitor investment guidelines, and prepare clear reports and updates for clients and internal stakeholders. The role also involves developing investment strategies, collaborating with other finance professionals, and maintaining up-to-date knowledge of economic conditions, regulatory changes, and industry best practices.\n
Qualifications
\n

\n
• Candidates should possess strong Analytical Skills to interpret financial data, evaluate risk, and support evidence-based investment decisions.
\n
• Candidates should possess solid Finance knowledge, including understanding of financial instruments, capital markets, and portfolio construction principles.
\n
• Candidates should possess Portfolio Management skills to design, monitor, and adjust portfolios consistent with client objectives and risk profiles.
\n
• Candidates should possess Investments expertise, including security selection, asset allocation, and performance evaluation.
\n
• Candidates should possess Trading skills to execute orders accurately, manage liquidity, and adhere to compliance and best-execution standards.
\n
• Relevant professional qualifications such as a bachelor’s degree in Finance, Economics, or a related field; CFA or similar certification is advantageous.
\n
• Strong quantitative abilities, proficiency with portfolio and analytics tools (e.g., Excel, portfolio software), and attention to detail.
\n
• Effective written and verbal communication skills, with the ability to present complex information clearly to diverse audiences.
\n
• Demonstrated ability to work independently in a remote environment, manage multiple priorities, and meet deadlines.
\n
• Commitment to ethical practices, regulatory compliance, and continuous professional development.
\n