Associate / Sr. Associate Portfolio management

Key Responsibilities

• Portfolio Monitoring : Assist in tracking and analyzing client portfolios, including performance, risk, and allocation.
• Investment Research : Conduct research on financial markets, instruments, and investment opportunities.
• Client Reporting : Prepare reports and presentations on portfolio performance, asset allocation, and investment recommendations.
• Risk Management : Assist in assessing portfolio risks and ensure compliance with investment guidelines and regulatory requirements.
• Transaction Support : Support portfolio managers in executing trades, reviewing transactions, and reconciling accounts.
• Data Management : Maintain accurate records of portfolio holdings, client details, and market data.
• Process Improvement : Identify and implement process improvements to enhance efficiency and accuracy in portfolio management operations.
• Collaboration : Work closely with relationship managers, analysts, and other internal teams to provide seamless service to clients.
• Client Interaction Support : Assist in client meetings by providing relevant portfolio insights, analytics, and reporting materials.

Skills Required

Portfolio Analysis, Investment Research, Risk Assessment, Financial Modeling, Trade Execution