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Portfolio Manager
·Israel
HybridFull-timeInvestment Management
Provide comprehensive portfolio management and investment advisory services to high-net-worth individuals and corporate clients. Analyze existing portfolios, construct and rebalance multi-currency portfolios, monitor performance, and coordinate external managers. Hybrid role based in Raanana, Israel.
Responsibilities
- Analyze and map clients' existing investment portfolios across banks and jurisdictions.
- Prepare detailed recommendations to optimize asset allocation, risk-reward balance, and costs.
- Construct and rebalance multi-currency portfolios, monitoring performance against benchmarks.
- Review and reduce fees charged by financial institutions.
- Coordinate and supervise external investment managers.
- Ensure adherence to agreed investment policies.
- Provide clients with clear periodic reports and insights.
- Participate in client meetings and identify new investment opportunities.
- Support tax and pension-related discussions.
Requirements
- Strong background in investment advisory and portfolio management.
- Experience with multi-asset, multi-currency portfolios and risk-reward optimization.
- Solid understanding of capital markets, asset classes, benchmarks, and macroeconomic trends.
- Experience serving high-net-worth individuals or corporate clients, including holistic wealth analysis.
- Ability to review account structures, fees, and lead consolidation and cost-reduction initiatives.
- Excellent analytical and quantitative skills, proficiency in portfolio monitoring tools.
- High-level written and verbal communication skills in Hebrew and English.