Portfolio Manager - Doral, United States - Leeds Professional Resources

Description

We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English and Spanish.

Responsibilities
Manage day-to-day portfolio activities and establish working plan for each project phase
Analyze and appraise sales methods, costs, and results
Facilitate project reviews and checkpoint meetings
Analyze key performance indicators to produce reports on portfolio and projects
Escalate issues that threaten portfolio and project success

Required skills and qualifications
Series 7 license
Series 65 a plus
Fluency in English and Spanish

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