Investment Portfolio Specialist

3 days ago


Karachi, Sindh, Pakistan Lumida Wealth Full time

Lumida Wealth is a leading provider of wealth management services, and we are seeking an Investment Portfolio Specialist to join our team. In this role, you will be responsible for building and maintaining investment portfolios, monitoring net exposures to sectors, factors, and investment themes.

The successful candidate will have a passion for markets and investing, with excellent analytical ability and strong written communication skills. A background in finance, economics, or a technical engineering field is beneficial, but not required.

Key Responsibilities:

  • Builtd and maintain investment portfolios, monitoring net exposures to sectors, factors, and investment themes.
  • Conduct research on various topics, such as macro, sector views, company earnings, and protocol research.
  • Implement long and short strategies developed by our research and portfolio management team.
  • Remain up-to-date on market trends through extensive reading and research, translating insights into actionable strategies.

Requirements:

  • 1-3 years of experience in a professional work environment.
  • Strong analytical ability and excellent written communication skills.
  • Strong preference for candidates pursuing CFA Charter.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Dynamic and innovative work environment.


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