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Portfolio Analysis and Reporting
- Assist in evaluating investment portfolios by analyzing performance, risks, and alignment with clients’ financial goals.
- Prepare regular performance reports, presentations, and summaries for trust accounts.
- Conduct quantitative analysis to support investment decisions and identify investment opportunities.
Market Research and Data Analysis
- Conduct research on financial markets, economic trends, and specific industries to provide insights on potential investments.
- Analyze macroeconomic indicators, sectoral trends, and company-specific data to support investment strategy decisions.
- Track relevant news, trends, and changes in regulations that may impact the investment portfolios.
Financial Modeling
- Support the development and maintenance of financial models to forecast investment returns and simulate portfolio scenarios.
- Utilize financial software and tools for valuation, risk assessment, and portfolio analysis.
Client Relationship Support
- Assist in preparing materials for client meetings, including presentations and reports as well as attending of client meetings.
- Respond to client queries under supervision, providing basic insights on portfolio performance and market conditions.
- Responding to client inquiries as and when needed/ instructed.
Compliance and Documentation
- Ensure all investment activities comply with relevant regulations, company policies, and fiduciary standards.
- Maintain accurate and up-to-date records of all analyses, transactions, and client communications.
Business Development
- Participate in developing training sessions, workshops, and courses relevant to private wealth and trusts management.
- Support in identifying new opportunities, forming partnerships, value addition to Trust services and planning future growth.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
- Strong analytical and quantitative skills with a solid understanding of financial principles.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint) and familiarity with financial modelling and analysis tools.
- Keen interest in financial markets, investment strategies, and trust management.
- Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts.
- Detail-oriented, proactive, and able to work well in a team environment.
