Client Portfolio Manager

hace 5 días

Bogotá Cundinamarca, Colombia CREDICORP CAPITAL A tiempo completo

Credicorp Capital te invita a convertir desafíos en oportunidades para ocupar la posición de Client Portfolio Manager cuyo objetivo es brindar la mejor experiencia a los clientes a través de la ejecución y coordinación de los procesos de compras y ventas para los diferentes activos. De igual forma, tiene la responsabilidad de garantizar una reconciliación de los portafolios con un enfoque front to back garantizando el cumplimiento de límites y políticas, además de una reportería acorde con las exigencias normativas y a demanda del cliente.

Tus principales responsabilidades:

  • Asesorar, definir, implementar y ejecutar estrategias de inversión y asignación de portafolio para los clientes.
  • Coordinar el equipo de trading y ejecución.
  • Garantizar el cumplimiento de límites y política de inversión de mandatos.
  • Mantener altos estándares del proceso de inversión.
  • Asegurar el registro correcto de operaciones y garantizar la calidad de la información en el proceso de mandatos.
  • Identificar oportunidades de mejora al proceso de gestión bajo la responsabilidad.
  • Asegurar el cumplimiento de asignación de órdenes, razonabilidad de precio y otros que garanticen la objetividad en la ejecución.
  • Ejecutar las estrategias de inversión para los diferentes clientes.

Lo que buscamos:

  • Profesional de carreras administrativas, economía, finanzas, ingeniería industrial. Tarjeta profesional vigente según el caso.
  • Experiencia mínima de cinco (05) años en cargos similares de inversiones, análisis económico y gestión comercial.
  • Especialización o posgrado en finanzas.
  • Certificación CFA o CAIA.
  • Inglés Avanzado.
  • Manejo de base de datos (Access)
  • Conocimiento profundo de operaciones bursátiles.
  • Conocimiento en mercados internacionales.
  • Lenguajes de programación Python o R.

  • Manager, Strategic Portfolio Office, Global Transaction Banking

    hace 2 semanas

    Bogotá, Cundinamarca, Colombia Scotiabank A tiempo completo

    Requisition ID: 243421Thanks for your interest in ScotiaTech, Scotiabank's new and innovative Technology hub in Bogota.Join a purpose driven winning team that promotes creativity and innovation in a fast-paced environment, where we're always committed to results, in an inclusive, diverse, and high-performing culture.PurposeThe Manager, Strategic Portfolio...

  • Portfolio Property Manager

    hace 4 días

    Bogotá, Colombia Nir Yu A tiempo completo

    A leading property management firm in Bogotá, Colombia is seeking a Property Manager to oversee a portfolio of properties. This critical role requires excellent communication skills, operational excellence, and the ability to manage owner relations. Responsibilities include supervising the operational team, conducting quality control inspections, and...

  • Manager, Strategic Portfolio Office, Global Transaction Banking

    hace 2 semanas

    Bogotá, Colombia Scotiabank A tiempo completo

    Requisition ID: 243421 Thanks for your interest in ScotiaTech, Scotiabank's new and innovative Technology hub in Bogota. Join a purpose driven winning team that promotes creativity and innovation in a fast-paced environment, where we’re always committed to results, in an inclusive, diverse, and high-performing culture. **_ Purpose_** The Manager,...

  • Portfolio & Project Management Manage

    hace 2 semanas

    Bogotá, Bogotá D.E., Colombia Johnson & Johnson A tiempo completo

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to...

  • Portfolio & Project Management Manage

    hace 2 semanas

    Bogotá, Bogotá D.E., Colombia Johnson & Johnson Innovative Medicine A tiempo completo

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to...

  • Client Service Account Manager

    hace 2 semanas

    Bogotá, Cundinamarca, Colombia JPMorganChase A tiempo completo

    JOB DESCRIPTIONAs a Client Service Account Manager (CSAM) you will act as clients' primary point of contact for their day-to-day treasury operations. Also you will be accountable for a portfolio of key Wholesale Payment clients acting as an escalation contact, ensuring all client service related tasks are completed promptly with a high degree of quality and...

  • Airbnb Portfolio and Revenue Manager

    hace 1 día

    Bogotá, Bogotá D.E., Colombia Inside Out A tiempo completo

    ** IMPORTANT ** WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED: JOB TITLE Airbnb Portfolio and Revenue ManagerJOB IDBRAICE1INDUSTRYLuxurious short-term rentals and corporate housingLOCATIONLATAM / South Africa (Very good English level)JOB STATUSFull TimeWORK SCHEDULE10:00 am to 7:00 pm PST (Would like after hours or weekends availability,...

  • Manager Client Analytics

    hace 2 semanas

    Bogotá, Colombia GroupM A tiempo completo

    **About GroupM** - GroupM is the world’s leading media investment company responsible for more than $63B in annual media investment through agencies Mindshare, MediaCom, Wavemaker, Essence and mSix&Partners, as well as the outcomes-driven programmatic audience company, Xaxis. GroupM’s portfolio includes Data & Technology, Investment and Services, all...

  • Client Service Account Manager

    hace 2 semanas

    Bogotá, Bogotá D.E., Colombia JPMorganChase A tiempo completo

    DescriptionAs a Client Service Account Manager (CSAM) you will act as clients' primary point of contact for their day-to-day treasury operations. Also you will be accountable for a portfolio of key Wholesale Payment clients acting as an escalation contact, ensuring all client service related tasks are completed promptly with a high degree of quality and...

  • Senior Product Manager: Growth

    hace 4 semanas

    Bogotá, Colombia Nubank A tiempo completo

    A leading digital financial platform is seeking a talented individual to own the customer experience in saving, spending, and credit in Colombia. This role demands strategic leadership across product portfolios and is pivotal to optimizing business performance while ensuring excellent service delivery. Candidates should have proven experience in product...