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Portfolio Assistant
2 weeks ago
This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.
Key Responsibilities:
Assist portfolio managers in the day-to-day management of client portfolios. Monitor portfolio performance and assist in the preparation of client reports. Maintain accurate records of client transactions and portfolio holdings. Coordinate with internal teams to ensure timely execution of client requests. Stay informed about market trends, economic indicators, and regulatory changes affecting client portfolios.
Requirements:
Relevant BCom degree 2 years of experience in investments/asset management space Experience with BDA, Tradecis, Marble Strong computer skills Apply now
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