
Financial Portfolio Specialist
3 days ago
At Multitude, we are looking for a highly skilled Financial Portfolio Specialist to join our team. As a key member of our investment unit, you will be responsible for assisting in the construction of successful investment portfolios.
The ideal candidate will have a detailed understanding of financial services and investment instruments. They should also have 2-3 years of experience in professional investment management and analysis. A bachelor's degree in business, economics, or finance is required.
Key Responsibilities:
- Assisting in the construction of successful investment portfolios;
- Helping with coordinating communication with investee counterparts, including introductions, investment proposals, negotiations, and post-investment monitoring;
- Liaising with key internal personnel to complete the required assessments prior to and after the investment is made;
- Assisting in the preparation of presentation material for the respective committee/s for approval;
- Monitoring key covenants of all investments and ensuring effective adherence to established procedures when breaches are flagged;
- Monitoring of market conditions, investment research, and portfolio performance;
- Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory bodies, including conformance with anti-money laundering requirements;
- Staying up to date with relevant investment and trading news, and economic trends;
- Supporting the broader investment team in the delivery of portfolio targets;
Benefits:
- Wellbeing benefit;
- Private Health Insurance;
- Weekly breakfasts in the office;
- Hybrid flexible working model;
- Access to LinkedIn learning with over 8000 courses;
- Share purchase matching program;
- Opportunities for growth, the realization of one's ideas, and further training;
- The opportunity to work in a dynamically international evolving company.
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