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Assistant Portfolio Manager
Job Description & How to Apply Below
About the job Assistant Portfolio Manager
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
- 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, Fact Set)
- Excellent analytical, quantitative, and problem‑solving skills
- Strong communication and presentation abilities
- Attention to detail with strong organizational and time‑management skills
- 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
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