Job Details
Sri Lanka
Negotiable
Company Details
Job Introduction
One of our prestigious clients in Australia who is into “Investment & Wealth Management”, is looking for a competent “Junior Financial Analyst” to join their team in Sri Lanka immediately.
Job Description
Be an assistant portfolio manager assisting the Chief Investment Officer (CIO) in preparing financial advice, risk management of portfolios, investment appraisal, and day-to-day housekeeping of client portfolios.- Monitor broad market movements and macro-economic variables for major economies and maintaining relevant databases.
- Monitoring risk management metrics in client portfolios.
- Report on quarterly financial information for portfolio investments.
- Generate performance reports consolidating multiple investment platforms.
- Administer the fee calculation process according to each client’s contractual requirements.
- Conduct research on investment products and assess their fitness to the client’s needs.
- Assist the CIO in taking client meetings.
Job Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or Mathematics.
- CFA full or partly qualified is preferred.
- CPA, CA, CIMA, MBA, and other Investment / Accounting related qualifications are preferred.
- At least 1 year of work experience in a similar role or 2-3 years experience in an Investment Bank / Wealth Management firm.
- Must be an expert in MS Excel or other spreadsheet packages.
- Must have familiarity with current global events that may impact investment valuations.
- Must have the ability to manage different time zones and communicate effectively with clients/partners living around the world.
- Excellent communication skills in both written and spoken English.
- Excellent multi-tasking, organizational, and time management skills.
- Analytical, critical thinker with a problem-solving attitude.
- Professional, self-confident, and team player with great interpersonal skills.
How to Apply?
If you are interested to apply please forward your CV to, sl.jobs@manpowerholdings.com or apply online using apply button above.