Assistant Portfolio Manager

About the job Assistant Portfolio ManagerThe 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 objectivesConduct research on markets, industries, companies, and asset classesSupport portfolio construction, rebalancing, and performance monitoringAnalyze economic indicators, financial statements, and investment opportunitiesPrepare investment reports, performance reviews, and client presentationsMonitor and report on portfolio risks and compliance with investment policiesCoordinate with internal teams (research, compliance, operations) to ensure smooth executionAttend client meetings and support relationship managementStay updated on financial markets, global news, and economic developmentsAssist in developing and refining investment strategies and modelsQualifications 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 fieldStrong knowledge of financial markets, instruments, and portfolio theoryProficiency in Excel, Bloomberg, and portfolio management software (e.g., Morningstar, FactSet)Excellent analytical, quantitative, and problem‑solving skillsStrong communication and presentation abilitiesAttention to detail with strong organizational and time‑management skillsPreferred Attributes:Professional curiosity and a passion for investingAbility to work under pressure and meet deadlinesEthical judgment and understanding of regulatory standardsStrong teamwork and interpersonal skills#J-18808-Ljbffr