Portfolio Assistant

3 days left

JB Financial (Pvt) Ltd
Colombo (LK)
Mar 15, 2021
Apr 14, 2021
Portfolio Assistant Applicant - JBF
Employment Type
Full Time

A portfolio assistant is responsible for providing administrative and analytical support to the portfolio managers. The portfolio management team routinely engages in projects to develop investment policies, identify investment ideas to improve investment performance client reporting and promote new client acquisition efforts.



  • Keeping in touch with the capital markets to identify ongoing and upcoming investment opportunities for unit trusts and private portfolios
  • Implementing investment decisions on time, and following through
  • Being aware of regulatory and investment committee guidelines on portfolios and ensuring adherence
  • Building solid relationships with all service providers
  • Being aware of the unit trust and asset management industry developments and participants
  • Maintaining and improving the company website


Job Requirements:

  • Bachelor’s degree in Finance, Economics or related field with a strong track record of academic achievement
  • Pursuit of CFA designation is highly encouraged
  • Clear interest in the capital markets
  • Keen analytical skills, with attention to detail accuracy and excellence
  • Proficiency in Microsoft Office especially Excel and PowerPoint
  • Team Player
  • Ability to write well is an added advantage

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