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Senior Portfolio Analyst
2 weeks ago
The Senior Portfolio Anslyst will be a key member of the portfolio management team that:
- Handles **Asset Allocation **based on pre-defined process of reviewing, allocating and executing the allocation for all funds and investors’ portfolio under management
- Manages **Client Relationship **to foster strong relationships with key clients, strategic partners, and stakeholders to ensure high levels of customer satisfaction and retention.
- Performs **Portfolio Analysis **for all portfolios including analysing clients’ & funds’ investment portfolios, investment strategies and limits as well as assessing the performance, risk exposure, and asset allocation effectiveness for.
- Assist legal and compliance departments in **Onboarding **of new investors onto segregated accounts or funds under management, and
- Handles **operational aspect **of the fund management such as execution of orders, proper records and report generation and safekeeping, etc.
**What We Are Looking For in the Portfolio Analyst**:
- Bachelor’s degree in business, Finance, or a related field.
- Experience in operations, onboarding, or a similar field.
- Eager and keen to learn the process of portfolio management and grow with Company.
- Detail oriented with focus on accuracy and efficiency.
- Ability to work collaboratively in a team and across departments.