Investment Portfolio Specialist
1 month ago
About the Role
We are seeking an Investment Portfolio Specialist to join our team at See & Recruit.
Job Description
- Analyze and evaluate various investment opportunities across multiple sectors, focusing on fundamental long-only investments.
- Develop a deep understanding of companies through operational and financial metrics analysis, aiming to generate significant alpha in the short to medium term.
- Closely collaborate with senior fund managers on new stock selections, portfolio construction, active monitoring, and risk management.
- Engage in regular portfolio reviews and communicate with clients and internal stakeholders regarding investment strategies, portfolio performance, market updates, and outlooks.
- Maintain strong relationships with corporate entities, industries, and investors.
- Work closely with the business team to convert client leads into conversions and manage client inquiries.
Requirements
- Minimum 5-7 years of experience in a related field.
- Relevant qualifications such as MBA, CA, or CFA.
Compensation and Benefits
The estimated annual salary for this position is around $120,000-$180,000 depending on location and experience.
This role offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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