Portfolio Analysis and Reporting

• Assist in evaluating investment portfolios by analyzing performance, risks, and alignment with clients’ financial goals.
• Prepare regular performance reports, presentations, and summaries for trust accounts.
• Conduct quantitative analysis to support investment decisions and identify investment opportunities.

Market Research and Data Analysis

• Conduct research on financial markets, economic trends, and specific industries to provide insights on potential investments.
• Analyze macroeconomic indicators, sectoral trends, and company-specific data to support investment strategy decisions.
• Track relevant news, trends, and changes in regulations that may impact the investment portfolios.

Financial Modeling

• Support the development and maintenance of financial models to forecast investment returns and simulate portfolio scenarios.
• Utilize financial software and tools for valuation, risk assessment, and portfolio analysis.

Client Relationship Support

• Assist in preparing materials for client meetings, including presentations and reports as well as attending of client meetings.
• Respond to client queries under supervision, providing basic insights on portfolio performance and market conditions.
• Responding to client inquiries as and when needed/ instructed.

Compliance and Documentation

• Ensure all investment activities comply with relevant regulations, company policies, and fiduciary standards.
• Maintain accurate and up-to-date records of all analyses, transactions, and client communications.

Business Development

• Participate in developing training sessions, workshops, and courses relevant to private wealth and trusts management.
• Support in identifying new opportunities, forming partnerships, value addition to Trust services and planning future growth.

Qualifications

• Bachelor’s degree in finance, Economics, Business, Accounting, or a related field.
• Strong analytical and quantitative skills with a solid understanding of financial principles.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint) and familiarity with financial modelling and analysis tools.
• Keen interest in financial markets, investment strategies, and trust management.
• Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts.
• Detail-oriented, proactive, and able to work well in a team environment.

The application deadline is 15th Nov 2024.