Portfolio Management Associate

3 days ago


Karachi, Sindh, Pakistan beBee Careers Full time
Portfolio Management Associate

We are looking for a highly skilled Portfolio Management Associate to join our team. As a Portfolio Management Associate, you will work closely with our investment team to ensure 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.

Benefits:

  • Competitive salary.
  • Equity upside.
  • Comprehensive benefits package.


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