II.
Role JSON
Structured · liverole:portfolio-manager
Portfolio Manager json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "role:portfolio-manager",
"_kind": "Role",
"_file": "role/roles/finance-trading-roles.yaml",
"_cluster": "role",
"attributes": {
"displayName": "Portfolio Manager",
"isAgentic": false,
"seniority": "senior",
"requiredCapabilities": [],
"requiredDomains": [
"domain:portfolio-management"
],
"description": "Manages investment portfolios — asset allocation decisions, rebalancing,\nrisk budgeting, and performance attribution.\n"
},
"outgoingEdges": [
{
"from": "role:portfolio-manager",
"to": "skill-area:python-data-pipelines",
"kind": "requires_expertise",
"attributes": {}
},
{
"from": "role:portfolio-manager",
"to": "responsibility:portfolio-rebalancing",
"kind": "holds_responsibility",
"attributes": {}
}
],
"incomingEdges": [
{
"from": "lib-agent:finance-accounting--portfolio-manager",
"to": "role:portfolio-manager",
"kind": "lib_involves_role",
"attributes": {
"weight": 1
}
},
{
"from": "lib-skill:finance-accounting--portfolio-construction",
"to": "role:portfolio-manager",
"kind": "lib_involves_role",
"attributes": {
"weight": 1
}
},
{
"from": "org-unit:portfolio-management-team",
"to": "role:portfolio-manager",
"kind": "has_member",
"attributes": {}
},
{
"from": "responsibility:portfolio-rebalancing",
"to": "role:portfolio-manager",
"kind": "held_by",
"attributes": {}
},
{
"from": "workflow:day-trading-journal-review",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:pre-market-preparation-routine",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:trading-performance-attribution",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:stress-testing-scenario-design",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:portfolio-rebalancing-cycle",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:portfolio-risk-attribution",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:investment-thesis-review",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:asset-allocation-strategy-review",
"to": "role:portfolio-manager",
"kind": "involves_role",
"attributes": {}
}
]
}