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:
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