Portfolio Assistant

Employer
JB FINANCE PVT LTD
Location
Colombo (LK)
Salary
Salary - Negotiable
Posted
Nov 15, 2019
Closes
Dec 15, 2019
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

- Analyzing and identifying potential investment opportunities and implementing investment decisions
- Monitoring daily cash flows and settlements
- Ensuring the portfolios adhere to regulatory and internal regulations
- Developing relationships with management teams, industry sources, and trustee/custodian service providers
- Preparing monthly portfolio performance reports and competitor analyses

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