Lead Specialist, Portfolio Manager
Welcome to KPMG, one of the world's leading professional services firms. We are currently seeking a highly skilled and motivated Lead Specialist, Portfolio Manager to join our team. As a member of our dynamic and innovative organization, you will have the opportunity to work with top clients and make a lasting impact on their businesses. We are looking for a strategic and experienced individual who will play a crucial role in managing our portfolio and driving growth for our clients. If you are a driven and ambitious professional with a passion for delivering exceptional results, read on to learn more about this exciting opportunity.
- Manage and oversee a portfolio of clients, ensuring their needs are met and their expectations are exceeded.
- Develop and maintain strong relationships with clients, serving as their main point of contact for all portfolio-related matters.
- Conduct thorough analyses of client portfolios and provide strategic recommendations for improvement and growth.
- Work closely with cross-functional teams to develop and execute effective portfolio management strategies.
- Monitor market trends and competitor activities to identify potential risks and opportunities for clients.
- Drive business development initiatives by identifying new opportunities within the portfolio and actively pursuing them.
- Lead and mentor a team of portfolio specialists, providing guidance and support to ensure successful client outcomes.
- Utilize data and analytics to track and measure portfolio performance, and make data-driven decisions to optimize results.
- Collaborate with internal stakeholders to ensure seamless delivery of services and solutions to clients.
- Stay updated on industry developments and best practices, and incorporate them into portfolio management strategies.
- Communicate regularly with clients to provide updates on portfolio performance and address any concerns or issues.
- Ensure compliance with all relevant regulations and company policies in managing the portfolio.
- Continuously evaluate and improve portfolio management processes to increase efficiency and effectiveness.
- Represent the company at industry events and conferences, building the company's reputation and network within the market.
- Embody the company's values and maintain a high level of professionalism and integrity in all interactions with clients and colleagues.
Extensive Experience In Portfolio Management: The Ideal Candidate For This Role Should Have At Least 5 Years Of Experience In Managing Portfolios, Preferably In A Professional Services Or Financial Industry Setting. This Includes Experience In Analyzing And Evaluating Investment Opportunities, Creating And Implementing Risk Management Strategies, And Tracking Portfolio Performance.
Strong Analytical Skills: As A Lead Specialist, Portfolio Manager At Kpmg, The Candidate Must Possess Excellent Analytical Skills To Evaluate Potential Investments, Assess Risk, And Make Informed Decisions. This Includes Proficiency In Financial Modeling, Data Analysis, And Forecasting.
Excellent Communication And Interpersonal Skills: The Role Of A Lead Specialist, Portfolio Manager Involves Working Closely With Clients, Colleagues, And Senior Management. Therefore, Strong Communication And Interpersonal Skills Are Essential To Effectively Communicate Investment Strategies And Recommendations, Build Relationships, And Collaborate With Team Members.
In-Depth Knowledge Of Financial Markets And Regulations: The Candidate Should Have A Thorough Understanding Of Global Financial Markets, Industry Trends, And Regulatory Frameworks. This Knowledge Will Enable Them To Make Informed Decisions And Ensure Compliance With Relevant Laws And Regulations.
Leadership And Project Management Capabilities: As A Lead Specialist, Portfolio Manager, The Candidate Will Be Responsible For Managing A Team And Overseeing Multiple Projects Simultaneously. Therefore, Strong Leadership And Project Management Skills Are Critical To Effectively Delegate Tasks, Set Priorities, And Ensure Timely Delivery Of Projects.
Risk Management
Financial Analysis
Strategic Planning
Data Analysis
Market Research
Investment Strategy
Team Leadership
Client Relationship Management
Asset allocation
Portfolio optimization
performance tracking
Project
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Lead Specialist, Portfolio Manager in Atlanta, GA, USA is $90,000 to $130,000 per year. This salary range can vary depending on factors such as the size and type of company, experience level, and specific job responsibilities.
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KPMG International Cooperative is a multinational professional services network, and one of the Big Four accounting organizations. Seated in Amstelveen, the Netherlands, KPMG is a network of firms in 154 countries, with 207,050 people and has three lines of services: financial audit, tax, and advisory.
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