
Portfolio Performance Specialist
1 day ago
Job Title: Portfolio Performance Specialist
DescriptionWe are seeking a highly skilled and experienced Portfolio Performance Specialist to join our team. The ideal candidate will have a strong background in financial analysis, investment research, and portfolio management.
Main Responsibilities:- Conduct thorough research and due diligence on new investment opportunities to identify potential returns and risks.
- Develop and maintain comprehensive investment proposals, including detailed financial analyses and risk assessments.
- Monitor and analyze the performance of existing investments, providing regular updates to senior management.
- Collaborate with stakeholders, partners, and internal teams to track project milestones and returns.
- Design and implement effective reporting systems, dashboards, and summaries to support informed decision-making.
- Candidates should hold a CA qualification or be a CFA Level 2/3 candidate, or possess equivalent experience in financial analysis.
- A minimum of one year's relevant experience in financial analysis, investment research, or a similar role is required.
- Strong understanding of financial statements, valuation methods, and investment instruments is essential.
- Proficiency in MS Excel and financial modeling is mandatory.
- Excellent communication, documentation, and presentation skills are required.
- Highly organized individuals with the ability to manage multiple tasks and deadlines are preferred.
- This role offers an exciting opportunity to work in a dynamic environment and contribute to the growth and success of our organization.
- The successful candidate will have the chance to develop their skills and expertise in a supportive and collaborative team.
- We offer a competitive salary package and benefits to ensure our employees' well-being and job satisfaction.
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