Portfolio Associate (Senior / AM)

Responsibilities

• Assist in developing and executing investment strategies for in-house portfolios.
• Monitor and manage investments across multiple asset classes, including equities, fixed income, real estate, and private equity.
• Conduct research and analysis to identify new investment opportunities.
• Track and evaluate portfolio performance, providing regular reports and insights.
• Assess market trends and recommend portfolio adjustments to maximize returns.
• Maintain accurate records of investment transactions and valuations.
• Identify and mitigate risks within the investment portfolio.
• Ensure compliance with internal investment policies and external regulations.
• Support the optimization of asset allocation to balance risk and return objectives.
• Assist in financial modelling and forecasting for investment planning.
• Work closely with senior management to align investments with corporate strategy.
• Participate in due diligence for new investment opportunities.
• Provide additional support and undertake special projects as required, ensuring adaptability to the evolving needs of the portfolio and management team.
• Collaborate with stakeholders to address emerging challenges and opportunities, proactively contributing to strategic initiatives.

Qualifications

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