Portfolio Manager Assistant

What role you will play in team: You'll support a senior Portfolio Manager in managing client portfolios. Your responsibilities will encompass client communication, research, and administrative tasks.

What you will do: Conduct financial research, prepare client reports, help with portfolio rebalancing, and support client interactions.

Key responsibility:

• Assist in the preparation of investment proposals and client presentations.
• Conduct research and analysis on potential investment opportunities.
• Maintain accurate records of client portfolios and transactions.
• Prepare regular performance reports for clients.
• Respond to client inquiries and requests in a timely and professional manner.
• Assist with portfolio rebalancing and other investment management tasks.

Required Qualification and Skills:

• Bachelor's degree in Finance, Economics, or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel and financial modeling software.
• Excellent communication and interpersonal skills.
• Knowledge of investment strategies and portfolio management principles.
• CFA or CA designation (preferred but not required).

Benefits Included:

• Competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• Mentorship from senior investment professionals.
• Collaborative and supportive work environment.
• Potential for bonus based on performance.

A Day in the Life: Your day will involve a mix of research, analysis, client communication, and administrative tasks. You'll contribute directly to the successful management of client portfolios.