Providentia Asset Managers Ltd - Our Sister Company is hiring a Junior Investment Analyst

Main Duties:

·     Conduct macroeconomic, sector and company research to support investment decisions;

·     Perform financial statement analysis, valuation and investment due diligence on companies and investment opportunities;

·     Support Fund Manager in:

-Trade execution and monitoring of investment orders.

-Portfolio construction, monitoring and performance analysis.

-Asset allocation reviews and portfolio rebalancing.

-Investment research across equities, fixed income, ETFs and alternative investments.

·     Prepare periodic portfolio performance reports and investment commentaries;

·     Assist with the preparation and coordination of Investment Committee packs, presentations and minutes;

·     Monitor financial markets, economic developments and corporate announcements, highlighting key investment implications;

·     Support the onboarding of new clients while ensuring compliance with internal policies and regulatory requirements;

·     Maintain accurate and up-to-date client records, ensuring client files comply with internal compliance standards, and conduct periodic client file reviews;

·     Contribute to the preparation of marketing content, fund factsheets and investment publications;

·     Perform data analysis and maintain investment databases, spreadsheets and reporting tools;

·     Undertake ad hoc projects and assignments as required by the reporting line.

 

Qualifications:

·     Bachelor’s degree (preferably in Finance, Economics, and/or Mathematics);

·     Studying for the CFA exams would be a plus;

·     At least 1 year of relevant investment-related work experience;

·     Intellectual curiosity with an interest in developing a career in asset management;

·     Strong work ethic, independent problem-solving capabilities, effective communication;

·     Hardworking, analytical, detailed minded, self-motivated and results oriented;

·     Good skills in Excel and PowerPoint;

·     Ability to work well in a small, collaborative team, while also communicating and interacting with a larger group of investors;

·     Good command of written and spoken English and French.