Portfolio Manager

Description We are offering an exciting opportunity for a Head of Investments in Miami, Florida for our growing firm in Brickell. The Head of Investments will be instrumental in equity investment operations, focusing on equity capital and fund management. This role involves extensive use of Bloomberg Terminal and Microsoft Office Suites, particularly Excel, for various tasks. THIS IS AN IN OFFICE ROLE AND REQUIRED SERIES 65. The perfect candidate will manage a team of producing investors. Responsibilities: Managing and overseeing portfolio operations, ensuring smooth processes. Making efficient use of Bloomberg Terminal for day-to-day activities. Executing Equity Capital and Equity Investment strategies. Monitoring and managing funds to optimize returns. Utilizing Microsoft Excel for data analysis and reporting. Maintaining an organized system of records using Microsoft Office Suites. Resolving any issues that may arise in portfolio management.Requirements Proficient in the usage of Bloomberg Terminal for efficient management of financial data. 10+ years proven record in investment management Historical experience working at a top-tier RIA, hedge fund, or asset management firm Series 65 certified a MUST Demonstrable experience in Equity Capital and Equity Investment, with a keen understanding of market trends. Proven ability to manage and grow funds, ensuring optimal returns on investments. Mastery of Microsoft Excel for data analysis, modeling, and financial reporting. Familiarity with Microsoft Office Suites to enhance administrative efficiency. Solid grasp of operations within the financial sector, including investment strategies and risk management.QUALIFIED AND LICESNSED CANDIDATES, please apply then reach out to Stefanie Furniss 786-897-7903 Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .