Investment Advisor

Key Responsibilities

• Provide advice on investment strategies aligned with company objectives, market trends, and macroeconomic outlook.
• Support business growth and product initiatives through strategic insights and cross-functional collaboration.
• Assist in the development, launch, and enhancement of investment products and vehicles.
• Act as a subject matter expert, supporting marketing, sales, and due diligence activities.
• Support vendor relationships and ensure efficient operational processes.
• Ensure compliance with regulatory requirements and internal policies.
• Conduct competitive analysis and monitor performance data to support informed decision-making.

Requirements:

• Proven experience in investment advisory, portfolio management, or related financial services, ideally serving institutional clients.
• Strong understanding of asset allocation, market analysis, and investment products.
• Knowledge of regulatory compliance and operational best practices in investment products.
• Analytical, strategic, and results-oriented mindset.