As anwithin our, you will spend each day defining, refining and delivering set goals for our firm .
Job Responsibilities:
- Prepare strategy presentations comprising performance and market value.
- Analyze and report on portfolio analytics and characteristics.
- Detail holdings in the portfolio for comprehensive understanding.
- Customize client presentations for Investment Specialist review meetings.
- Conduct analysis of portfolios including positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials.
- Provide commentaries on performance drivers for client understanding.
- Assist in preparation of any other communication required by the team.
- Monitor guidelines and adherence for internal/external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to meet their requirements.
- Address any other requirements of the Investment Specialist.
Required qualifications, capabilities and skills
- At least 4 years of experience in financial markets.
- Understanding of Fixed Income and the asset management business
- Proficient in Python use, including previous coding experience
- Strong quantitative and analytical skills, including data analysis and ability to understand data flows.
- Proficient in MS Office (Excel, Word, PowerPoint).
- Proactive, positive approach, able to grasp/learn concepts and procedures quickly.
- Self-starter and ability to work both independently and as a team player.
- Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels.
Preferred qualifications, capabilities and skills
- Master's Degree from a recognized institute in Finance/Economics/Business Administration.
- CFA/FRM candidature would be an added advantage.