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- Portfolio Analyst/ Manager
Description
Key Responsibilities:
Trading Operations:
Execute and monitor daily trading activities across multiple financial instruments and platforms.
Ensure compliance with trading regulations and company policies.
Manage trade settlements, reconciliations, and reporting.
Portfolio Management Support:
Assist in analyzing investment portfolios and providing insights to optimize performance.
Work closely with the investment team to identify and act on market opportunities.
Market Research:
Stay updated on global and local market trends, news, and events." to "Stay updated on US Capital Gain tax and it's impact on investment decisions."
Provide data-driven recommendations to support trading and investment decisions.
Risk Management:
Identify operational risks in trading activities and recommend mitigation strategies.
Ensure accurate record-keeping and adherence to compliance protocols.
Process Improvement:
Develop and implement strategies to enhance operational efficiency in trading and investment processes.
Automate reporting and data analysis workflows where possible.
Requirements
Key Skills and Competencies:
Strong understanding of financial markets, trading platforms, and investment operations.
Proficiency in Excel, financial modeling, and analytical tools (e.g., Bloomberg, Reuters).
Knowledge of risk management principles and trading compliance.
Excellent communication and decision-making skills.
Proactive and detail-oriented with the ability to work under pressure.
Preferred Experience:
Experience in equity, derivatives, or fixed-income trading operations.
Prior exposure to investment management or a proprietary trading desk is a plus.
CFA L2/3 Cleared or pursuing
