Assistant Portfolio Manager

Work set-up: 
Hybrid
Contract: 
Work from: 
Dubai (AE)

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Info Resume Edge Human Resources, Staffing & Recruiting TPE https://www.inforesumeedge.com/
2 - 10 Employees
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Job description

The Assistant Portfolio Manager supports the Portfolio Manager in managing investment portfolios, conducting research, analyzing market trends, and preparing reports. This role plays a key part in optimizing investment strategies, ensuring portfolio performance, and maintaining strong client relationships.

Key Responsibilities:

  • Assist in managing client investment portfolios in line with risk profiles and objectives

  • Conduct research on markets, industries, companies, and asset classes

  • Support portfolio construction, rebalancing, and performance monitoring

  • Analyze economic indicators, financial statements, and investment opportunities

  • Prepare investment reports, performance reviews, and client presentations

  • Monitor and report on portfolio risks and compliance with investment policies

  • Coordinate with internal teams (research, compliance, operations) to ensure smooth execution

  • Attend client meetings and support relationship management

  • Stay updated on financial markets, global news, and economic developments

  • Assist in developing and refining investment strategies and models

Qualifications and Skills:

  • Bachelors degree in Finance, Economics, Business, or a related field (CFA Level I or higher is a plus)

  • 24 years of experience in investment management, financial analysis, or related field

  • Strong knowledge of financial markets, instruments, and portfolio theory

  • Proficiency in Excel, Bloomberg, and portfolio management software (e.g., Morningstar, FactSet)

  • Excellent analytical, quantitative, and problem-solving skills

  • Strong communication and presentation abilities

  • Attention to detail with strong organizational and time-management skills

Preferred Attributes:

  • Professional curiosity and a passion for investing

  • Ability to work under pressure and meet deadlines

  • Ethical judgment and understanding of regulatory standards

  • Strong teamwork and interpersonal skills

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting

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