Portfolio Manager / Investment Analyst
Job description
Portfolio Management & Investment Analysis Monitor and review investment portfolios daily. Rebalance portfolios to align with client objectives. Support portfolio management and investment strategy development. Research and recommend new investment opportunities. Monitor cash flows and portfolio performance. Participate in investment committee meetings.
Conduct peer portfolio and market analysis. Prepare investment proposals and recommendations. Assist with portfolio construction and rebalancing. Produce performance reports and investment insights. Monitor market trends, economic developments, and financial news. Trade Execution Prepare trade instructions and trade sheets.
Coordinate timely trade execution and settlement. Liaise with brokers and custodians. Investigate and resolve failed or delayed trades. Reporting & Administration Prepare accurate client and portfolio reports. Maintain portfolio databases and records. Produce portfolio statements and investment packs. Support investment due diligence activities.
Prepare monthly market commentaries for stakeholders. Kindly consider your application unsuccessful should you not be contacted within 7 working days!