
Strategic Portfolio Manager
1 day ago
We're on a mission to deliver innovative solutions for global investors. Our team combines financial expertise, data-driven insights, and technology to drive growth.
The role involves providing analytical support to serve top-tier institutional investors. You'll partner with our business development teams to prepare client presentations, pitchbooks, and review materials.
- Draft and review proposals, questionnaires, and research requests.
- Coordinate the distribution of research papers, event invitations, and webinar materials.
- Support senior team members in scheduling client meetings and conference calls.
Requirements:
- Bachelor's degree in Finance, Economics, Business, or related field.
- 0.6–3 years experience in investment management, consulting, client reporting, or financial services.
- Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is a plus.
- Familiarity with portfolio theory, asset allocation, and risk/return analysis.
About You:
- Hard-working and eager to learn in a collaborative environment.
- Self-starter with ability to work independently while coordinating with global colleagues.
- Analytical and resourceful, with strong problem-solving skills.
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