Investment Analyst

Roles & Responsibilities

Position Summary

We are seeking a motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in conducting research and providing exceptional service to clients.

Key Responsibilities

. Research and Analysis

. Conduct qualitative and quantitative research on various investment products and market trends.

. Prepare and analyze portfolio performance reports and summaries

. Prepare detailed reports and presentations for investment products.

. Respond to client inquiries and provide timely and accurate information regarding Fund performance

Qualifications

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

. 1-3 years of experience in investment management, financial analysis, or a related field.

Skills and Competencies

. Strong understanding of investment products, and portfolio management principles.

. Excellent analytical and quantitative skills with attention to detail.

. Proficient in Microsoft Office Suite, especially Excel and PowerPoint.

. Strong written and verbal communication skills.

. Strong organizational and time-management skills with the ability to manage multiple tasks and meet deadlines.