Company Overview:
At Lyon Cage Investments, we pride ourselves on being a premier financial firm dedicated to delivering superior investment solutions and personalized wealth management services to our clients. With a commitment to excellence, integrity, and innovation, Lyon Cage Investments empowers individuals and institutions to achieve their financial goals with confidence. We are currently seeking an experienced and results-driven Investment Portfolio Manager to lead our investment team and drive the success of our client portfolios.
Job Description:
Position: Investment Portfolio Manager
Location: Remote
Job Type: Full-time
Responsibilities:
- Portfolio Management: Oversee the management of investment portfolios, including asset allocation, security selection, and risk management, to optimize risk-adjusted returns and achieve client objectives.
- Investment Strategy Development: Develop and implement investment strategies tailored to client needs, market conditions, and risk tolerance levels, leveraging a combination of quantitative analysis, fundamental research, and macroeconomic insights.
- Client Relationship Management: Build and maintain strong relationships with clients, serving as the primary point of contact for investment-related inquiries, portfolio reviews, and performance updates. Provide personalized investment advice and recommendations aligned with client goals and preferences.
- Market Analysis and Research: Conduct thorough market research and analysis to identify emerging trends, investment opportunities, and potential risks across asset classes and geographic regions. Stay abreast of economic indicators, geopolitical events, and industry developments impacting financial markets.
- Risk Management and Compliance: Implement robust risk management practices and compliance protocols to ensure portfolios adhere to regulatory requirements, investment guidelines, and client mandates. Monitor portfolio metrics, performance attribution, and risk factors to proactively mitigate risk and minimize downside exposure.
- Investment Due Diligence: Perform comprehensive due diligence on investment products, asset managers, and third-party service providers, evaluating investment strategies, performance track records, and operational capabilities to assess suitability and alignment with client objectives.
- Team Leadership and Collaboration: Provide leadership, guidance, and mentorship to members of the investment team, fostering a culture of collaboration, innovation, and continuous learning. Encourage knowledge sharing, professional development, and teamwork to enhance investment capabilities and drive superior outcomes for clients.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field. Advanced degrees (e.g., MBA, CFA) are preferred.
- Proven track record of success in investment management, with a minimum of [X] years of experience managing investment portfolios for high-net-worth individuals, institutional clients, or family offices.
- Strong understanding of financial markets, investment principles, and portfolio construction techniques. Proficiency in asset allocation modeling, security analysis, and portfolio optimization methodologies.
- Excellent analytical skills with the ability to interpret complex financial data, perform quantitative analysis, and synthesize information into actionable investment insights.
- Demonstrated leadership abilities with experience leading investment teams, managing client relationships, and driving business growth initiatives.
- Exceptional communication and presentation skills, with the ability to articulate investment strategies, market views, and portfolio performance to clients, stakeholders, and internal audiences.
- Commitment to professional excellence, ethical conduct, and fiduciary responsibility. Knowledge of regulatory requirements and industry best practices related to investment management and fiduciary duty.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance coverage.
- Retirement savings plan with employer matching.
- Professional development and training opportunities.
- Collaborative and supportive work environment fostering growth and career advancement.
Join Lyon Cage Investments and lead our investment efforts as an Investment Portfolio Manager. If you are passionate about investment management and possess the expertise to drive success in a dynamic market environment, we invite you to apply. Submit your resume and a cover letter outlining your qualifications, experiences, and vision for portfolio management.
Lyon Cage Investments is committed to diversity, equity, and inclusion, and we welcome candidates from diverse backgrounds to join our team. We believe that a diverse and inclusive workplace fosters creativity, innovation, and excellence.
