Investment Analysis Professional

This role is for an experienced Investment Analyst to join a dynamic team as a Fund Management Professional. The ideal candidate will be responsible for tracking liquidity and maturity for timely allocation, ensuring compliance with investment limits, analyzing peer funds for trends, holdings, and strategy shifts.Key Responsibilities:Track liquidity and...

We are looking for a highly motivated Investment Operations Professional to join our team. As an Investment Operations Professional, you will be responsible for executing trades, monitoring portfolios, and providing exceptional client service.Key Qualifications:Strong analytical skills and experience with portfolio management platforms like Bloomberg,...

Financial Analyst RoleThis role requires a highly skilled Financial Analyst who can prepare all Financial Reporting requirements packages, research and resolve Business Unit inquiries, and forecast cash flow positions. The successful candidate will also be responsible for interpreting financial results to management and recommending improvement activities.A...

The Investment Management Assistant will provide critical support to our Investment Management team, focusing on financial planning and analysis activities. This is an excellent opportunity for early-career finance professionals to gain hands-on experience in project finance, budgeting, and capital expenditure planning.Your key responsibilities will include...

About the RoleWe are looking for an experienced Equity Research Analyst to join our team. The ideal candidate will have a minimum of 02 years of experience in the Brokerage Industry and hold a BBA (Finance) degree.The successful candidate will be responsible for conducting market analysis, identifying trends, and providing research-based recommendations to...

This role is for a Finance and Investment Coordinator to track liquidity and maturity for timely allocation, ensure compliance with investment limits, analyze peer funds for trends, holdings, and strategy shifts.Main Responsibilities:Track liquidity and maturity for timely allocationEnsure compliance with investment limitsAnalyze peer funds for trends,...

Key ResponsibilitiesThe successful candidate will work closely with senior team members to:Conduct market and industry researchPrepare and present investor pitch materialsDevelop complex financial modelsCollaborate with cross-functional teamsEvaluate investment opportunitiesThis role offers exposure to diverse clients, industries, and financial products,...

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...

Key Responsibilities:Perform market research and analysis to inform investment decisionsDevelop and maintain complex financial models to support investment recommendationsCommunicate findings and recommendations to clients and stakeholders through written and verbal reportsCollaborate with senior team members to identify new business opportunities

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....