Portfolio Manager

5 days ago

Multan, Punjab, Pakistan beBee Careers Full time

This is an exciting opportunity for a talented and ambitious Investment Analyst to join our team and contribute to our success.

About the Role

As an Investment Analyst, you will be responsible for analyzing investment opportunities, assessing their feasibility, and providing recommendations to senior management. You will also be responsible for monitoring investment performance, tracking project milestones, and ensuring timely completion of tasks.

Your primary focus will be on delivering high-quality results, meeting deadlines, and building strong relationships with internal teams, partners, and stakeholders. You will also be expected to maintain a high level of knowledge and expertise in financial analysis, investment research, and portfolio management.

Key Responsibilities
  • Conducting preliminary research and due diligence on new investment opportunities
  • Preparing structured investment proposals with financial analysis and risk assessments
  • Maintaining records of all ongoing and past investments, ensuring proper documentation
  • Monitoring investment performance and providing regular status updates to management
  • Following up with stakeholders, partners, and internal teams to track project milestones and returns
Requirements
  • CA Finalist or CFA Level 2/3 Candidate or Qualified
  • Minimum 1 year of relevant experience in financial analysis, investment research, or a similar role
  • Strong understanding of financial statements, valuation methods, and investment instruments
  • Proficient in MS Excel and financial modeling
  • Excellent communication, documentation, and presentation skills
  • Highly organized with the ability to manage multiple tasks and deadlines
Our Company

We are a dynamic and innovative organization that values excellence, integrity, and professionalism. We offer a competitive salary and benefits package, including opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about finance and investment, we encourage you to apply.

Developing a Career: As an Investment Analyst, you will have the opportunity to develop and refine your skills in financial analysis, investment research, and portfolio management. This requires a strong commitment to ongoing learning and professional development.

Fostering Collaboration: As part of our team, you will work closely with colleagues, partners, and stakeholders to achieve common goals. This requires excellent teamwork and collaboration skills, as well as the ability to build strong relationships.

Drives Results: Your success as an Investment Analyst will be measured by your ability to deliver high-quality results and meet deadlines. This requires strong organizational and time management skills, as well as the ability to prioritize tasks effectively.

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