At a Glance
- Tasks: Lead portfolio diagnosis and develop asset allocation strategies in a remote setting.
- Company: Dynamic investment firm focused on public markets.
- Benefits: $150 per hour, flexible hours, and remote work opportunities.
- Other info: Ideal for self-motivated individuals seeking to enhance their analytical expertise.
- Why this job: Make impactful decisions in a fast-paced investment environment while working remotely.
- Qualifications: 8+ years in public-markets investment and strong portfolio management skills.
The predicted salary is between 150 - 150 £ per hour.
Lead the diagnosis of a public-markets portfolio, assess its positioning against market conditions, and develop practical recommendations for asset allocation, fund selection, and risk management.
$150 per hour | 10-40 hrs/week | Remote
Key Responsibilities
- Evaluate holdings across public equities, fixed income securities, ETFs, funds, and other liquid investments.
- Diagnose portfolio construction issues, concentration risks, asset-allocation gaps, and performance drivers.
- Assess holdings against appropriate benchmarks and investment objectives.
- Produce a structured market update covering relevant macroeconomic, sector, and asset-class developments.
- Develop evidence-based rebalancing recommendations and prepare clear implementation plans.
- Core Requirements
- Have strong relevant experience in public-markets investment, approximately 8 .
- Hands-on experience in portfolio management, asset allocation, ETF or fund selection, and portfolio-risk analysis.
- Background at an institutional asset manager, Multi-Family Office, investment office, Hedge Fund, or wealth manager.
- Strong understanding of public equities, fixed income, ETFs, funds, benchmarks, and portfolio implementation.
- CFA qualification is preferred but not required.
- Additional Strengths
- Strong analytical approach to reviewing and improving professional content.
- High level of consistency when assessing technical and transactional accuracy.
- Comfortable managing deliverables with minimal supervision.
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Portfolio Manager | Remote employer: CapitexAI
CapitexAI offers an exceptional remote working environment that empowers financial analysts to thrive while delivering high-quality investment materials. With a strong emphasis on professional growth, employees benefit from exposure to complex deal work and structured financial thinking, fostering a culture of innovation and collaboration. Join us to enhance your skills in financial modeling and valuation techniques, all while enjoying the flexibility of remote work.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager | Remote
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on CapitexAI for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Portfolio Manager | Remote
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at CapitexAI. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining CapitexAI. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at CapitexAI
✨Show Off Your Financial Savvy
When you're talking with CapitexAI, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to CapitexAI.
