Senior Investment Associate
1 month ago
We are seeking al highly skilled and experienced Senior Investment Specialists to come forward. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations.
Key Responsibilities:
- Conduct comprehensive research and analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
- Develop and manage investment portfolios, ensuring alignment with client objectives and risk profiles.
- Collaborate with clients to understand their investment needs and provide tailored recommendations.
- Monitor market trends, economic developments, and industry changes to inform investment decisions.
- Prepare detailed investment reports and presentations for clients and internal stakeholders.
- Mentor and support junior team members, fostering a culture of learning and professional growth.
- Experience with the entire transaction lifecycle.
Qualifications:
- Bachelors degree in Finance, Economics, or a related field; advanced degree or professional certification (CFA, CAIA) preferred.
- Minimum of 6 years of experience in investment management or related roles.
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