Portfolio Assistant

Responsibilities

• Assess current market conditions and assist in developing strategies for equity investments.
• Research, study, and evaluate potential investment opportunities.
• Analyze financial statements and relevant market information to support investment decisions.
• Assist in executing buy and sell transactions for equity investments.
• Monitor investment portfolios to ensure compliance with approved investment guidelines and policies.
• Monitor market developments and provide relevant updates and insights to the investment team.
• Attend to the requirements and investment-related needs of assigned retirement plan accounts.
• Prepare reports, analyses, and other investment-related materials as needed.

Qualifications

• Bachelor's degree in finance, Economics, Accounting, Business Management, or a related field.
• Fresh graduates are welcome to apply.
• Previous work experience in finance or exposure to equities trading and financial markets is an advantage.