Investment Operations Specialist

3 days ago


Karachi, Sindh, Pakistan beBee Careers Full time
Investment Operations Specialist

We are seeking a detail-oriented Investment Operations Specialist to join our team. As an Investment Operations Specialist, you will be responsible for ensuring the accuracy and integrity of our clients' portfolios.

  • Main Responsibilities:
  • 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.

What You'll Be Doing:

  • 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.

Required Skills and Qualifications:

  • 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.

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