One of our prestigious clients in Australia who is into "Investment & Wealth Management", is looking for a competent "Junior Financial Analyst" to join their team in Sri Lanka immediately.
SALARY: Rs. 100,000 + Benefits
ROLES & RESPONSIBILITIES:
Be an assistant portfolio manager assisting the Chief Investment Officer (CIO) in preparing financial advice, risk management of portfolios, investment appraisal, and day-to-day housekeeping of client portfolios.
- Monitor broad market movements and macro-economic variables for major economies and maintaining relevant databases.
- Monitoring risk management metrics in client portfolios.
- Report on quarterly financial information for portfolio investments.
- Generate performance reports consolidating multiple investment platforms.
- Administer the fee calculation process according to each client’s contractual requirements.
- Conduct research on investment products and assess their fitness to the client’s needs.
- Assist the CIO in taking client meetings.
QUALIFICATIONS & EXPERIENCES:
- Bachelor’s degree in Finance, Economics, Accounting, or Mathematics.
- CFA full or partly qualified is preferred.
- CPA, CA, CIMA, MBA, and other Investment / Accounting related qualifications are preferred.
- At least 1 year of work experience in a similar role or 2-3 years experience in an Investment Bank / Wealth Management firm.
- Must be an expert in MS Excel or other spreadsheet packages.
- Must have familiarity with current global events that may impact investment valuations.
- Must have the ability to manage different time zones and communicate effectively with clients / partners living around the world.
- Excellent communication skills in both written and spoken English.
- Excellent multi-tasking, organizational, and time management skills.
- Analytical, critical thinker with a problem-solving attitude.
- Professional, self-confident, and team player with great interpersonal skills.
PREFERRED QUALITIES:
- Should have an acceptable level of knowledge on global markets and economic linkages between countries and have the willingness to deepen their expertise.
- Must be willing to move fast while making sure necessary systems are in place for business expansion.
- Must be willing to learn fast and on the job.
HOW TO APPLY:
If you are interested, please forward your CV to, This email address is being protected from spambots. You need JavaScript enabled to view it.
(Please use the same vacancy name for your subject title for better visibility of your email.)
