Associate/Sr. Associate Portfolio management

Key Responsibilities

• Portfolio Monitoring: Assist in tracking and analyzing client portfolios, including performance, risk, and allocation.
• Investment Research: Conduct research on financial markets, instruments, and investment opportunities.
• Client Reporting: Prepare reports and presentations on portfolio performance, asset allocation, and investment recommendations.
• Risk Management: Assist in assessing portfolio risks and ensure compliance with investment guidelines and regulatory requirements.
• Transaction Support: Support portfolio managers in executing trades, reviewing transactions, and reconciling accounts.
• Data Management: Maintain accurate records of portfolio holdings, client details, and market data.
• Process Improvement: Identify and implement process improvements to enhance efficiency and accuracy in portfolio management operations.
• Collaboration: Work closely with relationship managers, analysts, and other internal teams to provide seamless service to clients.
• Client Interaction Support: Assist in client meetings by providing relevant portfolio insights, analytics, and reporting materials.