Investment Portfolio Analyst (Fintech)

TL;DR

Investment Portfolio Analyst (Fintech): Collaborate with the Smart Portfolio team to monitor, analyze, and enhance investment portfolios, including rebalancing and corporate actions. Focus on designing new Smart Portfolios aligned with market trends and engaging with large clients to explain portfolio performance and methodology.

What you will do

• Collaborate closely with the Smart Portfolio team under the guidance of the Investment Portfolios Team Leader.
• Monitor existing Smart Portfolios, managing events such as rebalancing, corporate actions, and investing idle cash.
• Analyze current portfolios and provide recommendations based on market developments.
• Assist in research, design, and implementation of new Smart Portfolios aligned with emerging investment trends.
• Engage with large clients holding Smart Portfolios to ensure long-term retention and explain methodology and performance.

Requirements

• 2–3 years of experience in financial services or FinTech industry.
• Solid understanding of capital markets with hands-on portfolio or index management experience.
• Technical proficiency with tools like Google Sheets and SQL.
• Very good English communication skills, both written and verbal.
• Highly organized with strong problem-solving, multitasking, and interpersonal abilities.
• Proactive, performance-driven, and results-oriented attitude.