Portfolio Analyst/Manager

The Role

Key Responsibilities

• Analyze portfolio performance, asset allocation, exposure, and risk indicators.
• Research markets, sectors, securities, and investment opportunities.
• Support portfolio construction, rebalancing, and allocation decisions.
• Monitor economic, financial, and market developments affecting investments.
• Evaluate opportunities using quantitative and qualitative analysis.
• Prepare portfolio reports, performance summaries, and investment presentations.
• Track benchmarks, objectives, and key performance indicators.
• Identify emerging risks, concentration issues, and improvement opportunities.
• Collaborate with investment, finance, research, and senior stakeholders.
• Provide data-driven insights and recommendations for portfolio decisions.

Requirements

• A bachelor’s degree or equivalent in finance, economics, business, or a related field is preferred.
• At least 3 years of relevant investment, portfolio, asset management, or financial services experience is preferred.
• Strong understanding of financial markets, portfolio principles, diversification, and asset allocation.
• Knowledge of investment performance measurement and risk management concepts.
• Proficiency in financial analysis, research, reporting, and data interpretation.
• Strong quantitative, analytical, and critical-thinking abilities.
• Ability to develop evidence-based recommendations from investment information.
• Excellent communication, stakeholder management, attention to detail, integrity, and professional judgment.
• Ability to work independently and manage priorities in a remote environment.

Work Arrangement

• The position is part-time and fully remote.

What We Offer

• Flexible part-time working arrangements in a fully remote environment.
• Competitive compensation aligned with experience and responsibilities.
• Opportunity to contribute to portfolio strategy and investment decision-making.
• Exposure to diverse markets, asset classes, and investment initiatives.
• Professional development through analytical and strategic portfolio projects.
• Collaborative international environment focused on disciplined investing and continuous improvement.