Investment Specialist (Onsite, Karachi, PKR Salary)

Requirements:

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
• CFA (completed or in progress) will be an advantage.
• 3+ years of relevant experience in investment analysis, preferably within mutual funds, asset management companies, brokerage houses, or investment firms.
• Exposure to large equity or multi-asset portfolios in an institutional or professional setting.
• Strong understanding of financial markets and equity investment strategies.
• Proficiency in financial modeling and valuation techniques (DCF, comparable company analysis, etc.).
• Strong analytical, research, and quantitative skills.
• Working knowledge of portfolio construction concepts, including position sizing and risk-return trade-offs.
• Familiarity with risk monitoring practices such as drawdown tracking and exposure analysis.
• Good communication skills with the ability to clearly present investment insights and recommendations.
• Comfortable working in a fast-paced, performance-driven environment.

Responsibilities:

• Support the management and analysis of equity or multi-asset portfolios.
• Conduct detailed financial analysis, including company fundamentals, industry trends, and market positioning.
• Build and maintain financial models and perform valuations using standard methodologies (DCF, comps, etc.).
• Develop investment recommendations (buy/hold/sell) based on thorough research and analysis.
• Assist in identifying and evaluating investment opportunities across listed equities and other instruments.
• Contribute to portfolio construction, including position sizing and diversification considerations.
• Monitor portfolio risk by tracking drawdowns, exposures, and key risk indicators.
• Track portfolio performance and highlight insights or areas for improvement.
• Stay updated on macroeconomic trends, sector developments, and market movements.
• Support portfolio rebalancing activities based on changing market conditions.
• Prepare clear and concise investment reports, dashboards, and presentations for internal stakeholders.
• Ensure adherence to internal investment guidelines and risk frameworks.