Portfolio Research Specialist
5 days ago
The successful incumbent will be responsible for providing high-quality investment research to support portfolio management for a dedicated group of investors.
Main Responsibilities:
- Provide high-quality research to support Client Advisers in providing excellent advice to high net worth clients and investors.
- Partner with Client, Business Support, and Third-Party Service Providers to ensure relevant product access and competitive pricing for clients.
- Review gaps in portfolios with respect to risk profiles and provide market updates to the team.
- Prepare reports related to the portfolios, as well as specific product performance, and develop strong understanding of the client services function.
- Responsible for the operation and maintenance of any in-house funds and portfolios.
Requirements:
- Strong team player with excellent interpersonal skills and ability to integrate quickly into an established team.
- Sound knowledge of banking products and services, including investment products such as mutual funds, equities, bonds, ETFs, and treasury products.
- Proficiency with financial tools such as Bloomberg and Microsoft Excel required.
- A keen interest in the regional wealth management industry.
- Strong analytical, written, and spoken English skills, with relevant banking and/or finance qualifications highly regarded.
About Zappier Technologies:
Zappier Technologies is a leading provider of innovative solutions for the wealth management industry. We are committed to providing our clients with exceptional service and support.
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