LCAM Portfolio at Esplanade Equity LLC – Fort Myers, Florida

About the Role:

The LCAM Portfolio role is centered on managing and optimizing a diverse portfolio of assets to maximize value and ensure alignment with organizational goals. This position requires strategic oversight of portfolio performance, risk management, and resource allocation to drive sustainable growth. The successful candidate will collaborate with cross-functional teams to analyze market trends, assess investment opportunities, and implement effective portfolio strategies. They will also be responsible for reporting portfolio status and insights to senior leadership, facilitating informed decision-making. Ultimately, this role aims to enhance portfolio returns while maintaining compliance with regulatory standards and internal policies.

Minimum Qualifications:

• Minimum of 1 year of experience in portfolio management, asset management, or a related financial role.
• Strong understanding of financial markets, investment principles, and risk management techniques.
• Proficiency in portfolio management software and financial analysis tools.
• Excellent communication and interpersonal skills to effectively collaborate with diverse teams.

Preferred Qualifications:

• Master’s degree in Finance, Business Administration, or a related discipline.
• Professional certifications such as CFA (Chartered Financial Analyst) or PMP (Project Management Professional).
• Experience working within the United States financial regulatory environment.
• Demonstrated success in managing large and complex portfolios.
• Advanced data analytics and modeling skills.

Responsibilities:

• Develop and execute comprehensive portfolio management strategies to achieve financial and operational objectives.
• Monitor portfolio performance metrics and conduct regular risk assessments to identify and mitigate potential issues.
• Collaborate with internal stakeholders and external partners to evaluate new investment opportunities and optimize asset allocation.
• Prepare detailed reports and presentations on portfolio status, trends, and forecasts for senior management.
• Ensure compliance with all relevant regulatory requirements and internal governance policies related to portfolio management.

Skills:

The required skills enable the candidate to analyze complex financial data, assess risks, and make informed decisions that optimize portfolio performance. Proficiency in portfolio management software facilitates efficient tracking and reporting of asset performance and market trends. Strong communication skills are essential for articulating portfolio strategies and collaborating with stakeholders across various departments. Preferred skills such as advanced analytics and professional certifications enhance the ability to implement sophisticated investment strategies and manage regulatory compliance effectively. Together, these skills ensure the candidate can drive portfolio growth while maintaining operational integrity and alignment with organizational objectives.