Vanguard

Portfolio Manager

Vanguard

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced and driven Portfolio Manager looking for an opportunity to make a real impact? Vanguard is seeking a dynamic Portfolio Manager to join our team and help us continue to provide the best possible service to our clients.As a key member of our Investment Management team, the Portfolio Manager will be responsible for overseeing the portfolio management process, including research, analysis, and implementation of strategic and tactical asset allocation decisions. The ideal candidate should possess a strong understanding of the investment management industry, have excellent research and analytical skills, and be able to effectively communicate with clients.Required Qualifications:• A minimum of 5 years of experience in the financial services industry with a focus on portfolio management• Bachelor’s degree in finance, economics, or a related field• CFA or other relevant professional designation• Knowledge of asset allocation and portfolio construction• Superior research and analytical skills• Excellent written and verbal communication skills• Strong organizational skills and attention to detail• Ability to work independently and thrive in a fast-paced environmentIf you have a passion for the investment management industry and are looking to make a difference, we look forward to hearing from you.

Responsibilities:

  1. Oversee the portfolio management process, including research, analysis, and implementation of strategic and tactical asset allocation decisions.
  2. Develop and implement portfolio strategies to help meet client objectives.
  3. Monitor and review portfolios on an ongoing basis to ensure that they remain in line with client goals.
  4. Analyze market trends and develop recommendations for portfolio adjustments.
  5. Conduct research and due diligence on potential investments.
  6. Prepare and present portfolio performance reports to clients.
  7. Maintain knowledge of current financial services industry trends and regulations.
  8. Communicate effectively with clients and colleagues regarding portfolio management strategies.
  9. Ensure compliance with all applicable laws and regulations.
  10. Manage client relationships and provide exceptional customer service.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Strong Financial Analysis Skills

  • Excellent Communication Skills

  • Proven Track Record Of Portfolio Management

  • Excellent Understanding Of Financial Markets

  • Ability To Recognize Potential Opportunities

  • Ability To Assess Financial Risks

  • Knowledge Of Financial Regulations

  • High Level Of Attention To Detail

Required Skills
  • Risk Management

  • Financial Analysis

  • Strategy

  • Negotiation

  • Compliance

  • Fund Management

  • Portfolio Management

  • Trading

  • Market analysis

  • Asset allocation

  • Financial Modelling

  • Investing

  • Client Relationship

  • Tax Planning

  • Equity Research

Soft Skills
  • Communication

  • Leadership

  • Stress Management

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Portfolio Manager in Charlotte, NC, USA is $55,000 - $174,000 per year. The salary range can vary depending on the individual's experience, qualifications, and the type of portfolio that is managed.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 20th, 2023
Apply BeforeJune 9th, 2026
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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