Investment Portfolio Specialist

Investment Fund ManagerThis is a highly analytical role where you will be responsible for managing the portfolio details of private equity funds, creating bespoke reporting templates for investors and analyzing fund performance using financial reports.Update and manage portfolio details of various private equity funds to ensure accuracy and...

Investment Portfolio Manager RoleThis position involves overseeing the management of investment portfolios, analyzing market trends to identify profitable opportunities and making informed investment decisions that align with the company's overall strategy.The role is critical in driving the performance of the managed funds.Key Responsibilities:Develop...

Job Title: Investment Portfolio StrategistWe are seeking a highly motivated and detail-oriented individual to join our team as an Investment Portfolio Strategist.About the Role:The ideal candidate will possess excellent analytical skills, a strong understanding of investment strategies, and the ability to communicate complex ideas effectively.This role...

We are seeking an Investment Product Specialist to join our team. The successful candidate will be responsible for interacting with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.">The ideal candidate will oversee the marketing process and broader company marketing efforts,...

Job Title: Property Investment SpecialistWe are seeking a highly skilled Property Investment Specialist to join our team. The successful candidate will be responsible for assisting clients in buying, selling, and renting properties; providing exceptional customer service; conducting market research to identify suitable properties; and managing negotiations...

About the RoleThe Wealth Manager will be the face of our bespoke wealth management platform. You'll help clients make informed investment decisions while growing their wealth.Key Responsibilities:Be the first point of contact for prospects and onboard them into our system.Manage sales pipeline, close deals, and meet acquisition targets.Run quarterly video...

Head of Distribution – Investment ProductsThe ideal candidate will have a thorough understanding of financial products such as portfolio management services, alternative investment funds, bonds, mutual funds, and stock market offerings.About the RoleDrive the acquisition of UHNWIs and HNWIs by offering tailored wealth management strategies to meet their...

Portfolio Intelligence ExpertArcana is a cutting-edge portfolio intelligence platform redefining the tools institutional investors rely on.We are seeking experts who want to drive transformation and shape real tools for investors.About the Role:This is an exciting opportunity to collaborate with cross-functional teams to build robust portfolio intelligence...

Financial StrategistWe are seeking a highly motivated and skilled Financial Strategist to join our team. The ideal candidate will have prior experience in investment research, financial modeling, and due diligence within the VC/PE/IB ecosystem.About the RoleThe Financial Strategist will focus on supporting investment decisions and monitoring investments made...

Job Overview:We are seeking a seasoned wealth management professional to provide high-quality investment advice and portfolio management services.This role involves developing and maintaining client relationships, understanding their financial goals, and tailoring investment strategies to meet their needs.Key Responsibilities:Build and maintain strong...