Job Description
Role Overview
We are seeking a detail-oriented Junior Equity Portfolio Manager to join our Investment Management team. The candidate will support equity portfolio management, conduct comprehensive research, and help achieve performance targets.
Key Responsibilities
- Assist in managing equity portfolios aligned with investment strategies and client objectives.
- Monitor performance to ensure compliance with benchmarks and risk parameters.
- Execute trades in adherence to regulatory and internal guidelines.
- Perform fundamental and technical analysis of equity securities.
- Monitor macroeconomic trends, industry developments, and company news.
- Provide actionable investment recommendations through detailed research reports.
- Prepare portfolio performance reports for internal and client reviews.
- Communicate investment strategies and updates to the Head of Investment Management.
- Ensure adherence to regulatory and compliance requirements.
- Monitor portfolio risks and recommend adjustments as needed.
- Work with the Investment Management team to align strategies and meet business goals.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or related fields.
- 2–3 years of experience in investment analysis, equity research, or portfolio management.
- Progress toward CFA designation is an advantage.
Key Skills
- Strong analytical and financial modeling skills.
- Proficiency in tools like Bloomberg Terminal or Reuters Eikon.
- Excellent communication and multitasking abilities.