Assistant Portfolio Manager

Info Resume Edge; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

Info Resume Edge in Dubai seeks an Assistant Portfolio Manager to support the Portfolio Manager in research, market analysis, and report preparation. You will help optimize investment strategies while maintaining client relationships and portfolio performance.

You will assist in managing client portfolios, perform market research, and support strategy development with a focus on accuracy and timely reporting. The role requires strong analytics, communication, and proficiency with financial tools.

Qualifications

• Bachelor's 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

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

Skills

Financial markets knowledge

Analytical skills

Excel proficiency

Bloomberg proficiency

Portfolio management software

Communication skills

Time management

Education

Bachelor's degree in Finance Economics Business or related field

CFA Level I or higher (plus)

Tools

Excel

Bloomberg

Morningstar

FactSet

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