Portfolio Manager (CFA Required)

Job Description

Title: Portfolio Manager (CFA Required)

Company Name: Financial Services Company

Vacancy: 01

Age: At least 35 years

Job Location: Dhaka (Gulshan)

Salary: Negotiable

Experience:

• 5 to 10 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking,Share Brokerage/ Securities House,Financial Technology (Fintech) Startup

• Bachelor of Business Studies (BBS) in Finance
• Bachelor of Social Science (BSS) in Economics
• Master of Business Studies (MBS) in Finance
• Master of Social Science (MSS) in Economics

• CFA certification is required.
• Bachelor's or Master’s degree in Finance, Economics, or Business.

• 5 to 10 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking,Share Brokerage/ Securities House,Financial Technology (Fintech) Startup

• Age At least 35 years

• Age- Minimum 35 years
• Minimum 5-7 years’ related experience in Research,Portfolio Management, Investment Advisory, or Asset Management.
• Strong analytical skills and ability to manage portfolio risk.
• Passion for equity markets, global economics, and capital allocation.
• Excellent communication and interpersonal skills, especially in explaining complex investment strategies.
• Proficiency in Microsoft Excel and financial modeling tools.

Job Context:

We are seeking a highly skilled and passionate Portfolio Manager with a CFA certification to manage client portfolios and help them achieve their long-term financial goals. The ideal candidate will have a deep love for the stock market, a strong understanding of financial markets, asset allocation strategies, and the curiosity to stay ahead of trends. This role blends high-level portfolio oversight with hands-on research collaboration, and is perfect for someone who thrives on making smart, data-informed investment decisions.

Key Responsibilities:

1. Portfolio Management & Strategy

• Construct and manage diversified client portfolios tailored to risk tolerance, investment horizon, and financial objectives.
• Perform regular portfolio reviews, rebalancing, and risk assessments to optimize return potential.
• Monitor performance relative to benchmarks and client goals, using tools such as Sharpe Ratio, Alpha, and Maximum Drawdown.

2. Research Collaboration & Oversight

• Oversee and utilize macroeconomic, sectoral, and security-level research to support investment decision-making.
• Integrate insights from economic indicators (GDP, inflation, rates) and industry-specific KPIs into portfolio strategy.
• Ensure coordination with research analysts on daily market briefs, weekly performance updates, and monthly sector reviews.

3. Client Communication & Customization

• Meet regularly with clients to communicate performance, strategy, and market developments.
• Prepare reports detailing returns, asset allocation, risk, and rationale behind portfolio decisions.
• Adjust strategies based on evolving client needs or market shifts.

4. Trading & Execution

• Execute trades with a focus on minimizing costs and optimizing timing and liquidity.
• Ensure seamless collaboration with trading teams for execution and settlement.

5. Compliance & Ethics

• Maintain high ethical standards and compliance with all regulatory requirements.
• Keep detailed records of trades, portfolio activity, and reporting for internal and external audits.

6. Team Leadership

• Mentor junior analysts and associates; guide research objectives and drive team learning.
• Lead development and backtesting of new strategies, incorporating scenario analysis and stress testing.

Key Performance Indicators (KPIs):

• Absolute and risk-adjusted return generation above benchmark.
• Client portfolio growth and goal achievement.
• Consistency of high watermark and hurdle performance over time.
• Quality of integration between research and portfolio results.
• Client retention and satisfaction ratings.

Challenges:

• Managing client expectations during periods of volatility.
• Translating research insights into tactical and strategic portfolio decisions.
• Maintaining a clear value proposition amid fee pressure and market noise.
• Balancing long-term conviction with short-term performance sensitivity.
• Keeping research and execution teams aligned in fast-moving conditions.

• Competitive salary and incentive pay based on portfolio performance and value added above benchmark (with high watermark and hurdle rate structure).