Brokerage Clerk / Portfolio Assistant

Job Description

The Portfolio Assistant role involves providing crucial support to the portfolio management team. This position requires attention to detail and a proactive approach to ensure effective management and monitoring of investment portfolios.

Responsibilities

• Provide support to the Portfolio Manager in managing investment portfolios.
• Engage in research activities to assess market trends and economic indicators.
• Assist in communicating investment updates to clients, maintaining high service standards.
• Track and report on portfolio performance metrics.
• Utilize asset management software to aid in portfolio management tasks.

Requirements

Education

• Master's degree in Finance or related field is preferred

Experience

• 1-3 years in portfolio management or financial services

Technical Skills

• Asset Management Software
• Research Skills

Soft Skills

• Analytical Thinking
• Interpersonal Skills

Certifications

• CFA or equivalent qualification preferred

Languages

• English: Fluent

Advantageous

• Proficiency in Bloomberg Terminal: Ability to navigate and utilise Bloomberg Terminal for investment analysis.
• Experience with data visualization tools: Familiarity with tools like Tableau or Power BI for presenting data effectively.

Benefits

• Comprehensive health plans including mental health support
• Education reimbursement and training opportunities
• Employee wellness programs
• Annual leave and public holiday benefits

Company Culture

• Innovation Focus: We encourage creative solutions and new ideas to enhance our service offerings.
• Work-Life Balance: We understand the importance of maintaining a healthy work-life balance for our team members.
• Empowerment: We empower our employees to make decisions and contribute to the company's success.