Assistant Portfolio Manager

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profile موقع الوظيفة:

دبي - الإمارات

profile الراتب شهرياً: لم يكشف
تاريخ النشر: 02-11-2025
عدد الوظائف الشاغرة: 1 عدد الوظائف الشاغرة

ملخص الوظيفة

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

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 relationship...
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المهارات المطلوبة

  • Project / Program Management
  • Project Portfolio Management
  • إدارة حوافظ الأوراق المالية
  • تحليل الائتمان
  • الخدمات المصرفية
  • Pricing
  • Analysis Skills
  • إدارة المشاريع
  • التحليل المالي
  • وضع الميزانية
  • Property Management
  • Contracts