Investment Portfolio Assistant — Research & Strategy

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

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.