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Strategic Portfolio Analyst
2 weeks ago
We are seeking an entry-level Financial Analyst to join our team. This role is ideal for recent graduates who are passionate about financial markets and eager to gain hands-on experience in asset management.
The successful candidate will be responsible for assisting senior portfolio managers in the oversight and performance evaluation of client portfolios, helping develop and maintain client relationships, and creating investment-related materials for client and prospect presentations.
Required Skills and Qualifications:- Recent graduate with a degree in Finance, Economics, Business Administration, or related field.
- Strong interest in financial markets and investment management.
- Excellent analytical and quantitative skills, with attention to detail.
- Ability to effectively communicate complex ideas to a diverse audience.
- Highly organized and capable of managing multiple tasks in a dynamic environment.
- Team player with a client-focused mentality.
- Proficiency in Microsoft Office, especially Excel; familiarity with investment analysis software is a plus.
- Gain comprehensive training in multi-asset class investing directly from experienced professionals in the field.
- Opportunity to work closely with seasoned portfolio managers and client relationship teams.
- Exposure to real-world financial scenarios and decision-making processes.
- Potential to progress within the firm based on performance and business needs.
