Project Description and Components:
This engagement focuses on the ongoing management and administration of the company's investment portfolio.
- Portfolio Management: Engage in managing, monitoring, and executing investment portfolios in collaboration with internal and external stakeholders.
- Consulting Expansion: Assist in the expansion and delivery of consulting business in different countries.
- Performance Tracking: Track and monitor daily portfolio performance metrics, such as value, returns, and risk.
- Compliance Monitoring: Monitor portfolio composition to ensure adherence to investment objectives and risk tolerance.
Deliverables:
- Performance Summary: Summarize portfolio performance, holdings, and key metrics.
- Transaction Documentation: Provide detailed documentation of all investment transactions, including date, security, price, and quantity.
- Strategic Adjustments: Ensure portfolio composition is adjusted in accordance with the defined investment strategy
- Strong analytical skills and the ability to derive actionable insights from data.
- Exceptional communication and presentation skills.