Assistant Portfolio Manager

Info Resume Edge; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial services firm in Dubai is seeking an Assistant Portfolio Manager. You will support the Portfolio Manager in managing investment portfolios, conducting research, and preparing reports. The ideal candidate has a bachelor's degree in Finance or a related field, with 2-4 years of relevant experience. Excellent analytical and communication skills are required for this role, which is critical for optimizing investment strategies and maintaining client relationships.

Qualifications

• 24 years of experience in investment management or financial analysis.
• Strong knowledge of financial markets instruments and portfolio theory.
• Attention to detail with strong organizational and time-management skills.

Responsibilities

• Assist in managing client investment portfolios according to risk profiles.
• Conduct research on markets and asset classes.
• Prepare investment reports and client presentations.
• Monitor and report on portfolio risks.

Skills

Investment management

Financial analysis

Strong communication skills

Analytical skills

Knowledge of financial markets

Education

Bachelor's degree in Finance, Economics, or Business

CFA Level I or higher

Tools

Excel

Bloomberg

Portfolio management software

Job description

The Assistant Portfolio Manager supports the Portfolio Manager in managing investment portfolios conducting research analyzing market trends and preparing reports. This role plays a key part in optimizing investment strategies ensuring portfolio performance and maintaining strong client relationships.

Key Responsibilities:

• Assist in managing client investment portfolios in line with risk profiles and objectives

• Conduct research on markets industries companies and asset classes

• Support portfolio construction rebalancing and performance monitoring

• Analyze economic indicators financial statements and investment opportunities

• Prepare investment reports performance reviews and client presentations

• Monitor and report on portfolio risks and compliance with investment policies

• Coordinate with internal teams (research compliance operations) to ensure smooth execution

• Attend client meetings and support relationship management

• Stay updated on financial markets global news and economic developments

• Assist in developing and refining investment strategies and models

Qualifications and Skills:

• Bachelors degree in Finance Economics Business or a related field (CFA Level I or higher is a plus)

• 24 years of experience in investment management financial analysis or related field

• Strong knowledge of financial markets instruments and portfolio theory

• Proficiency in Excel Bloomberg and portfolio management software (e.g. Morningstar FactSet)

• Excellent analytical quantitative and problem-solving skills

• Strong communication and presentation abilities

• Attention to detail with strong organizational and time-management skills

Preferred Attributes:

• Professional curiosity and a passion for investing

• Ability to work under pressure and meet deadlines

• Ethical judgment and understanding of regulatory standards

• Strong teamwork and interpersonal skills