Competencies:
• Ability to streamline functions and passion to learn and grow;
• Strong interpersonal skills, including written and oral communication skills;
Responsibilities
- Monitor financial news using specialist media sources;
- Conduct due diligence on companies and industries, attending company presentations as required;
- Supervise portfolio management process;
- Provide advisory services;
- Monitoring of Investments;
- Prepare performance sheet and market commentary for websites and communication publications;
- Prepare investment recommendations and in-depth research reports on various asset classes as and when required;
- Prepare and present portfolio performance reports on a monthly & quarterly basis;
- Assist in formulating in-house views on the global, regional and local economy and markets;
- Assist in implementing investment strategies in line with each client’s risk-return profile;
- Assist in preparation of presentations for clients and investment committees;
- Preparation of Fund Factsheet & Fund Presentation;
- Preparation of NAV reports;
- Any other coherent duties
Competencies:
- Comfort dealing with ambiguity and the ability to work independently;
- Experience working with, and presenting to, senior executives;
- Excellent communication and presentation skills; be comfortable interacting with executive-level management;
- Strong financial modelling experience;
- Entrepreneurial and commercial thinking;
- Strong analytical skills (Financial & Investment)
- Understanding of economy and market reports;
- Advanced knowledge of excel;
- MS office tools (Excel and PowerPoint), Adobe PDF creator;
Job Requirements – Experience and Qualifications
Degree Holder in Finance/Economics/Accounting or related field;
2-3 years’ experience in a similar field;