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Portfolio Director

hace 2 meses


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The Portfolio Manager will be responsible for generating performance through the definition and implementation of management processes catering to customer needs.

Key Responsibilities:

  1. Fund Management: generate performance for the portfolio on the basis of the company's investment policy implementation, product definition and client needs.
  2. Control and Reporting: assure compliance with the funds' well behavior, internal processes, and formal regulation, and generate reporting ensuring that proper information and support is provided to internal and external users including clients and regulators.
  3. Participate in the strategy definition as a member of the international multi-asset team with special focus on local asset classes.
  4. Participate in the selection of funds for portfolios and DPM.
  5. Process security orders to the market, acting as operational front office.
  6. Support other local teams' activities (Marketing, Client Service, Middle Office...) with clients and prospects.

As a key member of the Crédit Agricole Group, the Portfolio Manager will play a critical role in driving business growth and delivering exceptional results.

Key qualifications include:

  • Proven track record in asset management and portfolio management.
  • Strong understanding of investment policies and product definitions.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.