
Portfolio Manager
Responsible for the development and implementation of broad investment strategy. Responsible for the assessment and analysis of portfolio returns and risk in client portfolios to rebalance as needed on an after-tax basis.Responsible for the determination of absolute and relative valuations of investment securities in client portfolios. Responsible for articulation of our current economic and market views, outlook, portfolio positioning and construction. Responsible for effective management and oversight of a highly customized dedicated book of business. Create presentation material that provides information to clients for their understanding of the investment strategy and returns for their portfolios. Responsible for ensuring that we are meeting the ever changing objectives and needs of our clients.
Minimum of 10 years investment or finance experience required.
Minimum of 5 years of portfolio management and investment research experience required.
CFP or CPWA preferred
Familiar with the High Net Worth Client Profile
Documentation
Financial Analysis
Customer Relationship Management
Time Management
Analytical skills
Presentation skills
Portfolio Management
Adaptable
Communication
Multitasking
Detail Oriented
Self directed
Problem-Solving
Results-Driven
According to JobzMall, the average salary range for a Portfolio Manager in 300 SE 2nd St, Fort Lauderdale, FL 33301, USA is $91,000 - $120,000 per year. The salary range also depends on factors such as experience, qualifications, and the individual's performance.
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Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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