Portfolio Performance Specialist

1 day ago


Lahore, Punjab, Pakistan beBee Careers Full time

Job Title: Portfolio Performance Specialist

Description

We 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.
Requirements:
  • 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.
Benefits:
  • 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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