Role
We are seeking a highly motivated Portfolio Analyst to join our team. In this role, you will be responsible for day-to-day trading activities, risk management, and portfolio administration. You will work closely with portfolio managers, sell-side traders, and operations staff to ensure smooth execution of trades, accurate portfolio updates, and timely market insights. This is a hands-on position well-suited for a detail-oriented professional looking to build on a longer-term career within the asset management or trading requirements.
What we offer
- Competitive compensation and benefits package
- An opportunity to work in a dynamic, growth-oriented environment
- Professional development opportunities to advance your career in portfolio and trading management
Key Responsibilities
Trade Execution and Management
- Execute trades across various asset classes especially equities, using multiple trading platforms and through designated sell-side traders
- Monitor and adjust orders throughout the trading day to ensure best execution and alignment with portfolio objectives
- Liaise with fund operations, compliance, and the legal department on trading-related documentation needs and allocation of trades for accounts
- Flexibility in working across different market time zones whenever the need arise
Risk and Margin Management
- Monitor portfolio margin requirements to ensure adherence to risk rules
- Prepare end-of-day portfolio risk reports
- Active risk monitoring of portfolios
Portfolio and Client Reporting
- Coordinate closely with internal and external stakeholders to ensure timely and accurate settlement, daily trade reconciliation and daily trade position reporting
- Prepare and maintain client trading portfolios, ensuring data integrity and timely updates on a daily, weekly, monthly basis &/or client demand basis
- Generate periodic and ad-hoc account statements, performance summaries, and other client-facing materials in a clear and organized manner
Market Analysis and Reporting
- Stay updated on global market trends and macroeconomic developments
- Conduct internal market commentaries and tailored reports as needed
- Collaborate with research teams to generate actionable trading strategies
Qualifications and Skills:
- Bachelor's degree in Finance, Economics, or a related field computer science
- At least 2 years of experience in investment management, trading operations, or a related function. Experience in a brokerage desk would be beneficial
- Strong understanding of equity markets or other asset classes
- Proficiency in trading platforms, order management systems, and financial software (e.g., Bloomberg, FactSet, Trading View)
- Analytical and quantitative abilities proficiency with Excel and data analysis tools
- Keen attention to detail and ability to work under time-sensitive conditions
- Communication skills with the ability to distill complexity into actionable insights
- Coding skills for quantitative research would be considered an advantage
