Portfolio Assistant
- Employer
- JB FINANCE PVT LTD
- Location
- Colombo (LK)
- Salary
- Salary - Negotiable
- Closing date
- Dec 15, 2019
View more
- Job Function
- Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm , Finance - General
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
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- 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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