Assistant Portfolio Manager

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

Job summary

A financial services company in Dubai seeks an Assistant Portfolio Manager to support the Portfolio Manager in managing investment portfolios. Key responsibilities include conducting research, analyzing market trends, and preparing reports. Candidates should have a Bachelor's degree in Finance or related fields, with 2-4 years of investment management experience. Proficiency in Excel and financial tools is essential, along with strong analytical and communication skills. This role offers a dynamic working environment with opportunities for professional growth.

Qualifications

• CFA Level I or higher is a plus.
• 2-4 years of experience in investment management, financial analysis, or related field.
• Strong knowledge of financial markets, instruments, and portfolio theory.

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.

Skills

Financial markets knowledge

Analytical skills

Quantitative skills

Problem-solving skills

Communication skills

Organizational skills

Time-management skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Excel

Bloomberg

Morningstar

FactSet

Job description

About the job Assistant Portfolio Manager

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