Portfolio Manager

Company Description Kota Growth & Investments specializes in providing bespoke services to support businesses at various growth stages, focusing on key areas such as capital investment, strategic planning, operational support, and business development. The firm's expertise also extends to financial management, corporate governance, and exit planning, all aimed at creating long-term value and enabling companies to reach their full potential. By offering a combination of investment, guidance, and operational assistance, Kota plays a pivotal role in supporting entrepreneurs and fostering economic growth. Role Description This is a full-time hybrid role for a Portfolio Manager, located in the New York City Metropolitan Area with flexibility for some work from home. The Portfolio Manager will oversee and manage client investment portfolios, analyze market trends, assess investment opportunities, and develop strategies to maximize returns in alignment with clients' financial goals. Additional responsibilities include conducting in-depth financial analysis, collaborating with colleagues to support strategic decision-making, monitoring investment performance, and executing trades when necessary. Qualifications Strong foundation in Portfolio Management, Investments, and Trading Advanced Analytical Skills and Finance knowledge Proficiency in financial modeling, data analysis, and market research tools Effective communication and presentation skills to convey insights and recommendations to clients and stakeholders Proven ability to work collaboratively in a team-oriented environment Demonstrated expertise in risk management and performance optimization Bachelor's degree in Finance, Economics, Business Administration, or a related field; Master's degree or CFA certification is a plus Experience in asset or portfolio management is highly desirable