Senior Investment Professional

hace 7 días


San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completo

Job Title: Investment Manager

(Firma de Reclutamiento en PR)

Overview

Seeking an Investment Manager to lead our investment strategy and management of company portfolios.

Key Responsibilities

  • Conduct in-depth analysis of various investment products to assess credit and market characteristics.
  • Review and evaluate the Investment Policy, ensuring alignment with company goals and objectives.
  • Prepare and present semi-annual compliance reports in accordance with relevant regulations.
  • Analyze market trends and identify investment opportunities for presentation to senior management.
  • Collaborate with the Chief Investment Officer (CIO) to execute buy and sell transactions, ensuring optimal portfolio performance.
  • Develop and implement investment strategies to optimize returns and manage risk.
  • Manage and analyze financing and liquidity structures to maintain optimal portfolio balance.
  • Utilize Bloomberg to analyze and manage portfolios, ensuring compliance with company policies.
  • Supervise employees within the unit, providing guidance and support to ensure successful portfolio management.
  • Participate in special projects and tasks as required.

Requirements

  • Master's degree in Business Administration with a concentration in Finance and minimum 8 years of experience in investment management and finance, or equivalent combination of education and experience.
  • Proven track record of successfully managing investment portfolios and leading teams.
  • Proficiency in Microsoft Office (Access, Word, Excel, PowerPoint, Power BI) or similar tools.
  • Ability to analyze complex data, evaluate cases, and make informed decisions.
  • Knowledge of insurance company portfolios and experience with handling and analyzing data preferred.
  • Strong leadership skills, ability to manage high volumes of work, and meet deadlines.
  • Collaborative team player with excellent communication skills.
  • Ability to define problems, collect information, establish facts, and draw valid conclusions.


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