Your next hire is out there for as low as $10.63/hr USD.
We'll help you hire a Portfolio Manager for significantly cheaper than hiring a US employee.
or 📞 call our office anytime, (860) 500-1469
Why hire with The People Company?
Low cost by hiring from the Philippines and Latin America
Your company's next portfolio manager lives in the Philippines or Latin America, but has a great understanding of Western work culture!
Speaks incredible English
All of our hires speak English at a C2 level or above -- the highest level of qualification provided by the Cambridge Assessment.
Years of experience being a portfolio manager
The average candidate we place has 7+ years of experience working for US companies as a portfolio manager. You'll get someone who can hit the ground running!
or 📞 call our office anytime, (860) 500-1469
Stop overpaying for labor, and come join The People Company!
🤢 $10,800.00 USD per month
average 🗽 US salary
🇵🇭 $1,870.00 USD per month
average Philippine salary for portfolio managers
🇻🇪 🇦🇷 🇲🇽 $2,244.00 USD per month
average LatAm salary for portfolio managers
From $10.63/hr, all-in. No upfront fees, our fee is included in the rate.
$0 – your new hire’s first week. We pay their salary while you get comfortable with them.
$0 – payroll tax, workman’s comp, unemployment insurance, benefits, etc. or anything else you have to pay with a US employee.
$0 – onboarding fees. We give each customer personalized, white-glove service.
$0 – recruiting fees. We seek out, interview, and vet your new hire for free.
$0 – payroll & global compliance. We take care of all of the headache that comes w/ hiring someone internationally.
$0 – unlimited support. Get unlimited phone & email support with managing/onboarding your hire.
or 📞 call our office anytime, (860) 500-1469
How does it work?
1. Hop on a call
We’d hop on a phone call and get a little more context as to what you and your team are spending their day on, and what you’d like to outsource.
We’ll use this data to find the perfect assistant (or assistants, depending on your org size!)
Timeframe: 1-2 days
2. We headhunt
Our headhunter would take the data from our phone call and find candidates from our talent pool with experience in supporting teams in your industry.
Bonus points for experience with your CRM and tools, and a great culture fit.
Timeframe: 2-3 days
3. Interview & trial
We’ll present three compelling candidates and you can interview as many of those as you’d like. When you’ve found a great assistant, we will pay their first week’s salary so you can be confident they’ll be a value-add.
If they’re not a good fit, we’ll work night and day to find someone who is.
Timeframe: 7 days
Expect portfolio managers that can fit this job description:
They'll have proficiency in these tasks:
– Develop and implement investment policies and strategies for a range of clients, from individuals to institutions.
– Monitor portfolio performance and conduct periodic reviews to ensure alignment with investment goals.
– Adjust portfolio holdings in response to market changes or shifts in client objectives.
– Lead client meetings to discuss investment performance, economic outlook, and potential adjustments to the investment strategy.
– Collaborate with analysts to receive up-to-date research and market analysis to inform portfolio decisions.
– Ensure compliance with regulatory and ethical standards for managing client assets.
– Manage relationships with high net worth clients, understanding their needs and providing tailored investment advice.
– Utilize sophisticated financial software to analyze portfolio metrics such as volatility, risk, and return.
– Foster a collaborative environment within the investment team to enhance portfolio management strategies.
– Engage in continuous learning to stay informed on the latest investment theories and financial market developments.
– Mentor junior portfolio managers and analysts, guiding their professional development and enhancing team performance.
They'll know how to handle these responsibilities:
– Continuously monitor financial market trends and economic conditions to adjust investment strategies accordingly.
– Ensure that investment activities and decisions comply with regulatory and ethical standards.
– Provide regular updates and detailed reports to clients regarding the performance of their investments.
– Develop and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
They'll have these qualifications:
– Relevant certifications such as Chartered Financial Analyst (CFA) or Certified Portfolio Manager (CPM).
– Proven experience in portfolio management or investment analysis.
– Deep understanding of financial markets, investment strategies, and risk management.
– Excellent decision-making abilities and analytical skills.
– Strong leadership and interpersonal skills.
They'll be proficient in your 'tech stack', which may include:
or 📞 call our office anytime, (860) 500-1469
RecruitU hires great team members at 18% of the US cost with The People Company
RecruitU used The People Company to place Rico, an administrative assistant who took off vital business processes. This saved the founders a ton of time and allowed them to focus on ‘more important’ work.
Brooks Gammill, Co-Founder at RecruitU
⭐⭐⭐⭐⭐ "Hiring Rico through The People Company has been an absolute game changer. Since onboarding Rico I can now spend more time on sales and prospecting knowing that my all my administrative tasks are dealt with"
