Assistant Portfolio Manager

The Assistant Portfolio Manager supports the Portfolio Manager in managing investment portfolios, conducting research, analyzing market trends, and preparing reports. This role plays a key part in optimizing investment strategies, ensuring portfolio performance, and maintaining strong client relationships.

Key Responsibilities:

• Assist in managing client investment portfolios in line with risk profiles and objectives

• Conduct research on markets, industries, companies, and asset classes

• Support portfolio construction, rebalancing, and performance monitoring

• Analyze economic indicators, financial statements, and investment opportunities

• Prepare investment reports, performance reviews, and client presentations

• Monitor and report on portfolio risks and compliance with investment policies

• Coordinate with internal teams (research, compliance, operations) to ensure smooth execution

• Attend client meetings and support relationship management

• Stay updated on financial markets, global news, and economic developments

• Assist in developing and refining investment strategies and models

Qualifications and Skills:

• Bachelors degree in Finance, Economics, Business, or a related field (CFA Level I or higher is a plus)

• 24 years of experience in investment management, financial analysis, or related field

• Strong knowledge of financial markets, instruments, and portfolio theory

• Proficiency in Excel, Bloomberg, and portfolio management software (e.g., Morningstar, FactSet)

• Excellent analytical, quantitative, and problem-solving skills

• Strong communication and presentation abilities

• Attention to detail with strong organizational and time-management skills

Preferred Attributes:

• Professional curiosity and a passion for investing

• Ability to work under pressure and meet deadlines

• Ethical judgment and understanding of regulatory standards

• Strong teamwork and interpersonal skills