Portfolio Analys / Portfolio Manager

Role DescriptionWe are looking for a Portfolio Analyst / Portfolio Manager to support portfolio analysis, investment research, asset allocation, performance monitoring, and portfolio management activities. The role involves analyzing financial markets, investment opportunities, portfolio holdings, and risk factors to support informed portfolio decisions and long-term investment objectives.Key responsibilities include monitoring portfolio performance, analyzing asset allocation, reviewing investment holdings, and preparing regular portfolio reports and performance analysis. The role involves conducting research on equities, fixed income, funds, alternative investments, and relevant market developments, while evaluating financial data, valuation metrics, market trends, and investment risks.Portfolio management responsibilities include supporting investment strategy development, portfolio construction, rebalancing activities, risk monitoring, and investment decision-making. The role may also involve developing financial models, conducting scenario and sensitivity analysis, monitoring portfolio exposures, and ensuring portfolio activities align with defined investment objectives, risk parameters, and internal guidelines.The position requires strong analytical and quantitative capabilities, attention to detail, and the ability to interpret complex financial information and communicate investment insights clearly to stakeholders.QualificationsBachelor’s degree or diploma in Finance, Economics, Accounting, Investment Management, Financial Engineering, or a related field.Strong understanding of financial markets, investment principles, portfolio management, and asset allocation.Knowledge of equities, fixed income, mutual funds, ETFs, alternative investments, and other financial instruments.Ability to analyze financial statements, valuation metrics, market trends, portfolio performance, and investment risks.Familiarity with portfolio management systems, financial databases, market research platforms, and analytical tools.Proficiency in Microsoft Excel and familiarity with financial modelling and quantitative analysis.Understanding of portfolio construction, diversification, risk management, performance attribution, and rebalancing concepts.Strong analytical, numerical, research, and critical-thinking skills.Excellent attention to detail and ability to interpret and organize large amounts of financial information.Strong written and verbal communication skills with the ability to present portfolio analysis and investment insights clearly.Ability to work collaboratively with investment, research, risk, finance, and other cross-functional teams.High level of integrity, confidentiality, and professionalism when handling financial and investment information.Proactive mindset with an interest in financial markets, investment research, portfolio strategy, and continuous improvement.