Job Description

Role

We are seeking a highly motivated Portfolio Analyst to join our team. In this role, you will be responsible for day-to-day trading activities, risk management, and portfolio administration. You will work closely with portfolio managers, sell-side traders, and operations staff to ensure smooth execution of trades, accurate portfolio updates, and timely market insights. This is a hands-on position well-suited for a detail-oriented professional looking to build on a longer-term career within the asset management or trading requirements.

What we offer

Competitive compensation and benefits package An opportunity to work in a dynamic, growth-oriented environment Professional development opportunities to advance your career in portfolio and trading management

Key Responsibilities

Trade Execution and Management

Execute trades across various asset classes especially equities, using multiple trading platforms and through designated sell-side traders Monitor and adjust orders throughout the trading day to ensure best execution and alignment with portfolio objectives Liaise with fund operations, compliance, and the legal department on trading-related documentation needs and allocation of trades for accounts Flexibility in working across different market time zones whenever the need arise

Risk and Margin Management

Monitor portfolio margin requirements to ensure adherence to risk rules Prepare end-of-day portfolio risk reports Active risk monitoring of portfolios

Portfolio and Client Reporting

Coordinate closely with internal and external stakeholders to ensure timely and accurate settlement, daily trade reconciliation and daily trade position reporting Prepare and maintain client trading portfolios, ensuring data integrity and timely updates on a daily, weekly, monthly basis &/or client demand basis Generate periodic and ad-hoc account statements, performance summaries, and other client-facing materials in a clear and organized manner

Market Analysis and Reporting

Stay updated on global market trends and macroeconomic developments Conduct internal market commentaries and tailored reports as needed Collaborate with research teams to generate actionable trading strategies

Qualifications and Skills:

Bachelor's degree in Finance, Economics, or a related field; computer science At least 2 years of experience in investment management, trading operations, or a related function. Experience in a brokerage desk would be beneficial Strong understanding of equity markets or other asset classes Proficiency in trading platforms, order management systems, and financial software (e.g., Bloomberg, FactSet, Trading View) Analytical and quantitative abilities; proficiency with Excel and data analysis tools Keen attention to detail and ability to work under time-sensitive conditions Communication skills with the ability to distill complexity into actionable insights * Coding skills for quantitative research would be considered an advantage