Responsibilities:

Portfolio Management:

• Develop and implement investment strategies in line with client objectives, risk tolerance, and market conditions.
• Monitor and rebalance client portfolios to optimize performance and ensure alignment with investment guidelines.
• Conduct regular portfolio reviews, performance analyses, and reporting for clients and senior management.

Investment Analysis:

• Conduct thorough research and analysis of potential investment opportunities, including equities, fixed income, and alternative investments.
• Evaluate financial statements, market trends, economic indicators, and industry developments to make informed investment decisions.
• Prepare investment proposals, presentations, and recommendations based on comprehensive analysis and risk assessment.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial goals, preferences, and risk profiles.

Risk Management:

• Assess and manage investment risks, including market risk, credit risk, liquidity risk, and operational risk, within established guidelines and frameworks.

Market Research and Strategy Development:

• Stay updated on market trends, macroeconomic factors, regulatory changes, and global events impacting financial markets.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree or CFA designation is a plus).
• Minimum of 3 years of experience in investment management, financial analysis, or related roles within the asset management industry.
• Strong knowledge of financial markets, investment products, portfolio management techniques, and risk management principles.
• Proficiency in financial modeling, data analysis tools, investment software, and Microsoft Excel.
• Excellent analytical skills, attention to detail, and the ability to interpret complex financial data and reports.
• Effective communication skills, both verbal and written, with the ability to present investment ideas and strategies to clients and stakeholders.