Current jobs related to Investment Operations Associate - Karachi, Sindh - Lumida Wealth

  • Investment Operations Associate

    1 week ago

    Karachi, Sindh, Pakistan Lumida Wealth Full time

    Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

  • Marketing Operations Associate

    4 days ago

    Karachi, Sindh, Pakistan beBee Careers Full time

    Job Title: Marketing Operations AssociateThis is an excellent opportunity for a talented individual to join our team as a Marketing Operations Associate. The successful candidate will assist the Marketing Manager in day-to-day activities, ensuring seamless execution of marketing campaigns.

  • Investment Analyst

    2 weeks ago

    Karachi, Sindh, Pakistan Infoempregos Full time

    Job Description:Managing relationships with co-investors and advisors. Analyzing and Evaluating investment proposals. Researching and attracting investment companies.We are looking for a new employee to start their professional journey with us. If you are dedicated and willing to learn, this position could be yoursRequirements:Willingness to learn and...

  • Senior Investment Analyst

    4 weeks ago

    Karachi, Sindh, Pakistan Lumida Wealth Full time

    3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate...

  • Senior Investment Analyst

    2 weeks ago

    Karachi, Sindh, Pakistan Lumida Wealth Full time

    Get AI-powered advice on this job and more exclusive features.Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience....

  • Junior Investment Analyst

    2 weeks ago

    Karachi, Sindh, Pakistan Lumida Wealth Full time

    Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

  • Associate Fixed Income Sales

    6 days ago

    Karachi, Sindh, Pakistan JS Global Capital Limited Full time

    Get AI-powered advice on this job and more exclusive features.JS Global Capital Limited - the largest Broking and Investment Banking firm in Pakistan, with a continued leadership position in the domestic capital markets.Role DescriptionThis is a full-time Associate Fixed Income Sales role located in Karachi. The role involves daily tasks related to finance,...

  • Branch Manager

    3 weeks ago

    Karachi, Sindh, Pakistan Akd Investment Mangment Limited Full time

    Branch Manager Akd Investment Management Limited, Pakistan Responsibilities:Able to achieve Branch TargetSupervising Sales/Retail/InstitutionalCollection of forms and coordination with the Head OfficeManage all Administrative/operational issuesJob SpecificationQualifications:Leadership QualitiesTarget AchieverShould have led a team of sales &...

  • Investment Solutions Specialist

    2 days ago

    Karachi, Sindh, Pakistan beBee Careers Full time

    This senior role demands strong analytical skills to identify opportunities and address challenges in client portfolios. As a Senior Relationship Manager, you will work closely with clients to understand their goals, provide personalized advice, and develop strategic plans to achieve their objectives.You will be part of a dynamic team that operates within...

  • Wealth Advisor

    5 days ago

    Karachi, Sindh, Pakistan AKD Investment Management Limited Full time

    AKD Investment Management Limited, PakistanResponsibilities:Provide information by collecting, analyzing, and summarizing data and trends.Accomplish marketing and sales objectives by planning, developing, implementing, and evaluating advertising and trade promotion programs; developing field sales action plans.Assist in the development of the annual...

Investment Operations Associate

4 weeks ago

Karachi, Sindh, Pakistan Lumida Wealth Full time

6 days ago Be among the first 25 applicants

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

  • Detail-Oriented Perfectionist – You catch the smallest discrepancies and ensure every report, trade, and allocation is precise.
  • Curious Analyst – You love learning and simplifying complexity, always looking for ways to improve workflows.
  • Team-First Operator – You collaborate naturally and build trust with PMs and advisors through thoughtful execution.
  • Proactive & Reliable – You anticipate needs, solve problems early, and stay calm under pressure.
  • Adaptable Multitasker – You thrive in dynamic environments and pivot smoothly between tasks and priorities.
  • Client-Savvy Communicator – You understand the human side of wealth management and communicate with empathy and professionalism.
  • Creative Problem-Solver – You think ahead and craft efficient, lasting solutions to operational roadblocks.

What You'll Be Doing

  • Ensure portfolio accuracy by maintaining correct positions, weights, and valuations.
  • Execute rebalancing instructions on time and within guidelines.
  • Monitor deviations from model allocations and flag exceptions.
  • Track and control cash drift to stay within set parameters.
  • Identify and resolve portfolio model drift exceptions.
  • Prepare timely, accurate performance and holdings review packs.
  • Complete scheduled client portfolio reviews with high consistency.
  • Incorporate customizations efficiently and accurately.
  • Optimize production efficiency of reporting packs with minimal errors.
  • Generate accurate trade instructions with minimal need for manual correction.
  • Reduce reliance on manual overrides by using automation and sound judgment.
  • Comply with rebalance frequency policies and ensure timely execution.
  • Maintain high data integrity in performance attribution reports.
  • Proactively escalate any risk threshold breaches.
  • Track and monitor volatility, flagging abnormal movements in portfolios.
  • Respond to PM and advisor requests with speed and precision (e.g., drift reports, exposure summaries, cash requests).
  • Earn consistently high satisfaction scores through clear, timely, and accurate support.

What We're Looking For

  • Strong analytical skills and obsession with accuracy.
  • Experience with portfolio management platforms like Bloomberg, FactSet, or similar.
  • Excellent prioritization and time management — you're organized and efficient.
  • Familiarity with risk reporting, attribution analysis, and rebalancing workflows.
  • Collaborative mindset and proactive communication with internal stakeholders.
  • Comfortable working in a high-output, fast-paced, and evolving environment.
  • Bonus if you're comfortable building workflows or databases in tools like Airtable.

Minimum Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related discipline.
  • 2+ years in investment operations, portfolio management, or wealth management.
  • Familiarity with rebalancing, model portfolios, client reporting, and risk monitoring.
  • CFA designation preferred (or pursuing).
  • Proficiency in portfolio tools (e.g., Bloomberg, FactSet), plus a bonus for automation or data experience.

Why Join Lumida?

Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.

Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.

Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.

Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.

Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard

Seniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionManagement and Manufacturing

Referrals increase your chances of interviewing at Lumida Wealth by 2x

Sign in to set job alerts for "Investment Operations Associate" roles.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr