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1 week ago
This position involves managing and analyzing investment portfolios for clients, with a focus on supporting the investment decision-making process from start to finish.
The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities. A background in finance or economics is preferred, along with knowledge of Python and SQL.
Responsibilities:- Portfolio Management: Oversee the management of multiple client portfolios, ensuring timely and accurate reporting and performance analysis.
- Analysis and Research: Conduct thorough research and analysis on investment options, risk management strategies, and portfolio performance.
- Communication: Develop and maintain strong relationships with clients, communicating complex investment information in a clear and concise manner.
- Experience: Minimum 8+ years of relevant experience in investment portfolio management or a related field.
- Education: Graduate degree in finance, economics, or a related field, with progress towards CFA and CIPM certifications preferred.
- Technical Skills: Proficiency in Python, SQL, and MS Office applications, including Excel, Word, and PowerPoint.
- Problem-Solving: Ability to analyze complex data, identify patterns, and develop creative solutions to drive business growth.
- Collaboration: Excellent interpersonal skills, with the ability to work effectively with cross-functional teams and communicate complex ideas to stakeholders.
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