Assistant Portfolio Manager
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Job Description
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:
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Assist in managing client investment portfolios in line with risk profiles and objectives
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Conduct research on markets industries companies and asset classes
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Support portfolio construction rebalancing and performance monitoring
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Analyze economic indicators financial statements and investment opportunities
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Prepare investment reports performance reviews and client presentations
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Monitor and report on portfolio risks and compliance with investment policies
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Coordinate with internal teams (research compliance operations) to ensure smooth execution
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Attend client meetings and support relationship management
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Stay updated on financial markets global news and economic developments
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Assist in developing and refining investment strategies and models
Qualifications and Skills:
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Bachelors degree in Finance Economics Business or a related field (CFA Level I or higher is a plus)
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24 years of experience in investment management financial analysis or related field
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Strong knowledge of financial markets instruments and portfolio theory
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Proficiency in Excel Bloomberg and portfolio management software (e.g. Morningstar FactSet)
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Excellent analytical quantitative and problem-solving skills
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Strong communication and presentation abilities
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Attention to detail with strong organizational and time-management skills
Preferred Attributes:
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Professional curiosity and a passion for investing
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Ability to work under pressure and meet deadlines
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Ethical judgment and understanding of regulatory standards
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Strong teamwork and interpersonal skills
Employment Type
Full Time
