Investment Analyst
1 day ago
Roles and Responsibilities:
As an Investment Analyst, you will play a crucial role in supporting our investment team. Your key responsibilities will include:
Portfolio Management Support:
- Perform daily monitoring and administration of investment portfolios to ensure alignment with our established investment strategies and processes.
- Maintain accurate and up-to-date portfolio data.
- Assist the portfolio manager with portfolio management functions and decision-making.
- Liaise with brokers and custodians to manage trades.
- Provide fund performance updates to all stakeholders.
Client Communication:
- Contribute to the preparation of client newsletters and other investment-related write-ups.
- Provide clear and concise market commentary and performance updates.
Research:
- Employ quantitative methods, including statistical analysis and machine learning techniques.
**Requirements**:
Education
- A diploma or degree in Accountancy, Finance, Mathematics, Computer Science, or a related discipline.
Attitude & Interpersonal Skills
- A proactive and positive mindset.
- Excellent interpersonal and communication skills.
Technical Proficiency
- Accounting knowledge.
- Working knowledge of programming languages such as R, Python, VBA, or SQL.
- High proficiency in Excel.
Advantageous Knowledge
- Familiarity with financial data platforms such as Bloomberg and Capital IQ.
- Strong knowledge of IBKR APIs and Python programming.
- Understanding of quantitative investment styles and methodologies.
Personal Attributes
- Meticulous attention to detail.
- A high level of motivation and a demonstrable passion for investment. Be prepared to discuss your personal portfolio or investment ideas.
- A strong willingness to embrace new challenges and the ability to learn quickly.
Experience
- Fresh graduates are welcome and encouraged to apply.
Why Join Us?
- Develop a deep understanding of portfolio management and quantitative investment strategies.
- Opportunity to make a tangible impact on our investment performance and gain experience on fund management in all aspect
If you are a driven individual with a passion for investments and meet the above requirements, we would love to hear from you. Please submit your resume and a cover letter detailing your suitability for the role and your investment interests.
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