Assistant Portfolio Manager / Portfolio Manager

JB Financial (Pvt) Ltd
Colombo (LK)
An attractive remuneration package is available for the right candidate.
13 Mar 2023
12 Apr 2023
Employment Type
Full Time

JB Financial is a private investment management company licenced by the Securities and Exchange Commission of Sri Lanka and operational since 2011. With over a decade of professionalism in private asset management, we stand firm in providing investors with the latest and best absolute results. We have received multiple accolades for our Unit Trusts and apply the most rigorous industry best practices including Global Investment Performance Standards (GIPS®) and CFA Institute’s Asset Manager Code.



  • Plan and execute day-to-day investment decisions to achieve the portfolio investment strategy and asset allocation.
  • Provide professional and personalized investment advice to high-net-worth individuals and institutional clients.
  • Maintain current knowledge about financial products available and engage in regular research and reading to stay apprised about the overall market trends.
  • Conduct oversight of functions carried out by the Portfolio Assistant.
  • Prepare periodic performance and return attribution reports, presentations and strategy reports for existing clients, as well as prepare proposals for prospective clients.


Qualifications and Skills

  • Undergraduate or master’s degree in economics, business administration, accounting, finance, or a related field preferred.
  • CFA Charter or working towards the CFA Charter is strongly preferred.
  • Prior work experience in asset management or investment research.
  • Strong understanding of investment strategies and market risk.
  • Demonstrated interest in capital markets.
  • Excellent verbal and written communication skills in English.

To apply, apply through this site or email your CV to

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