Wealth Management Professional

1 week ago


Karachi, Sindh, Pakistan Lumida Wealth Full time

We are looking for a skilled Wealth Management Professional to join our team at Lumida Wealth. In this role, you will be responsible for conducting research to support decision-making and strategic planning by the CIO Team.

The successful candidate will have a passion for markets and investing, with excellent analytical ability and strong written communication skills. A background in finance, economics, or a technical engineering field is beneficial, but not required.

Key Responsibilities:

  • Conduct research on various topics, such as macro, sector views, company earnings, and protocol research.
  • Monitor portfolio net exposures to sectors, factors, and investment themes, suggesting exposure adjustments as necessary.
  • Remain up-to-date on market trends through extensive reading and research, translating insights into actionable strategies.
  • Implement long and short strategies developed by our research and portfolio management team.

Requirements:

  • 1-3 years of experience in a professional work environment.
  • Strong analytical ability and excellent written communication skills.
  • Strong preference for candidates pursuing CFA Charter.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Dynamic and innovative work environment.


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