
Investment Portfolio Specialist
5 days ago
Job Summary:
We are seeking an experienced Investment Portfolio Specialist to support our investment team in managing investment products and analyzing portfolio performance.
About the Role:
The successful candidate will be responsible for providing administrative support to the investment manager, including cash flow projection, cash management, and monitoring of corporate actions.
Key Responsibilities:
- Support the investment manager in day-to-day management of investment products
- Monitor and analyze portfolio performance versus benchmark indices and risk parameters
- Conduct investment research across multiple asset classes
- Monitor global macroeconomic developments and market trends
- Assist in portfolio construction, rebalancing, and trade execution
- Prepare factsheets and marketing materials for clients
- Liaise with external service providers for various tasks
Requirements:
- 1-3 years of professional experience in fund houses or asset management arms of investment banks
- Ability to prioritize and multi-task in a dynamic environment
- Good understanding of financial markets and industry landscape
- Proficient in Powerpoint and Excel
- Familiarity with portfolio management tools such as Bloomberg AIM
What We Offer:
- Opportunity to work in a dynamic and fast-paced environment
- Chance to develop skills and expertise in investment portfolio management
- Ongoing training and development opportunities
About Us:
We are a leading organization in the financial services industry, committed to delivering exceptional results and building long-term relationships with our clients. Our team is dedicated to excellence and innovation, and we are looking for talented individuals who share our values and vision.
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