PORTFOLIO ASSISTANT

Summary:

We are seeking a highly organized and detail-oriented Portfolio Assistant to join our growing team. The ideal candidate will have a strong understanding of financial concepts and experience supporting portfolio management activities. As a Portfolio Assistant, you will play a critical role in supporting the Portfolio Manager in managing and monitoring a portfolio of investments. You will be responsible for a variety of tasks, including:

• Preparing portfolio reports and presentations
• Monitoring portfolio performance and risk
• Conducting research and analysis on potential investments
• Maintaining accurate records and documentation
• Supporting the Portfolio Manager with administrative tasks

Responsibilities:

• Prepare portfolio reports and presentations, including summarizing portfolio performance, analyzing trends, and identifying potential risks
• Monitor portfolio performance and risk, including tracking key performance indicators, analyzing risk factors, and identifying potential opportunities
• Conduct research and analysis on potential investments, including evaluating financial statements, assessing market conditions, and preparing investment recommendations
• Maintain accurate records and documentation, including maintaining portfolio spreadsheets, tracking investment transactions, and preparing filings
• Support the Portfolio Manager with administrative tasks, such as scheduling meetings, preparing presentations, and handling correspondence

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• 3-5 years of experience in portfolio management or a related field
• Strong understanding of financial concepts and principles
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to work independently and as part of a team
• Proficient in Microsoft Office Suite and financial modeling software
• Candidate must demonstrate considerable stay in the previous role