The Agency is recruiting for a Portfolio Manager on behalf of our client. 

Investment Expertise Development: Deepen your portfolio management skills by working with a diverse range of investment products across multiple asset classes and international clients.

Client Engagement: Collaborate directly with financial advisors and private clients, contributing to customized strategies and building meaningful relationships.

Strategic Influence: Contribute research-driven insights across multiple channels—including presentations and public newsletters—broadening your impact on investment strategy and market visibility.

Responsibilities 

• Manage a portfolio of clients with a primary focus on investment grades, trade implementation, and performance analysis.
• Support business development by engaging with financial advisors and presenting reports and insights to clients.
• Develop tailored investment strategies aligned with client goals, including bond duration and tactical credit exposure.
• Perform comprehensive quantitative and qualitative analysis to ensure all recommendations are data-driven.
• Produce economic newsletters and thought leadership content for public distribution and stakeholder presentations.

Requirements

• A professional financial designation such as CFA, with completion of at least Level 3.
• Minimum of 5 years experience in the fund management sector.
• Proven background in wealth management and long-term client relationship management.
• Solid understanding of a wide range of investment products.
• Exceptional verbal and written communication skills.

Salary: US$180,000 – US$200,000 per annum.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply. 

We believe in inclusive workplaces, and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky