The Senior Portfolio Anslyst will be a key member of the portfolio management team that :
- Handles Asset Allocation based on pre-defined process of reviewing, allocating and executing the allocation for all funds and investors’ portfolio under management
- Manages Client Relationship to foster strong relationships with key clients, strategic partners, and stakeholders to ensure high levels of customer satisfaction and retention.
- Performs Portfolio Analysis for all portfolios including analysing clients’ & funds’ investment portfolios, investment strategies and limits as well as assessing the performance, risk exposure, and asset allocation effectiveness for.
- Assist legal and compliance departments in Onboarding of new investors onto segregated accounts or funds under management, and
- Handles operational aspect of the fund management such as execution of orders, proper records and report generation and safekeeping, etc.
What We Are Looking For in the Portfolio Analyst:
- Bachelor’s degree in business, Finance, or a related field.
- Experience in operations, onboarding, or a similar field.
- Eager and keen to learn the process of portfolio management and grow with Company.
- Detail oriented with focus on accuracy and efficiency.
- Ability to work collaboratively in a team and across departments.
