Investment Banking Portfolio Analyst
4 weeks ago
At Skill Farm, we are seeking a highly skilled Investment Banking Senior Portfolio Analyst to join our team. As a key member of our investment advisory team, you will play a critical role in providing exceptional client service and driving business growth.
Key Responsibilities- Client Advisory: Work closely with senior relationship managers to deliver superior client advisory services, leveraging key research to promote investment themes and conduct portfolio reviews.
- Meeting Support: Attend important client meetings and assist senior relationship managers in addressing complex client needs and requests.
- Portfolio Management: Ensure full and best usage of advisory tools, contribute to the development of sales advisory tools, and partner with product managers to deliver top-quality products.
- Training and Development: Identify product training needs, ensure that RMs and client knowledge/training needs are addressed, and help spread knowledge of innovations introduced by the bank.
- Client Events: Help organize and carry out client events and staff macroeconomic updates.
- Junior PC Coaching: Coach more junior PCs on the art of the job, train and improve their knowledge of markets and investments, and keep them up to date on the bank's views.
- CFA Degree: A strong preference for a CFA degree.
- Quantitative Finance Background: A degree in a quantitative, finance, or economics discipline is a must. An MBA or other finance-related post-university degree is a plus.
- Financial Market Knowledge: Strong understanding of financial markets and economies, market topics, and investment products.
- Product Knowledge: Strong product knowledge.
- Experience: 8+ years of experience in investment advisory/investment research/investment product management.
- Presentation Skills: Experienced and comfortable in presenting to a variety of audiences, from small, focused groups to large conference venues, internal and external audiences.
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Investment Banking Portfolio Analyst
4 weeks ago
Dubai, Dubai, United Arab Emirates Skill Farm Full timeJob Title: Investment Banking Senior Portfolio AnalystAt Skill Farm, we are seeking a highly skilled Investment Banking Senior Portfolio Analyst to join our team. As a key member of our investment team, you will be responsible for providing exceptional client advisory services and leveraging key research to promote investment themes and conduct portfolio...
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Investment Banking Portfolio Analyst
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Dubai, Dubai, United Arab Emirates Skill Farm Full timeJob DescriptionAt Skill Farm, we are seeking a highly skilled Investment Banking Senior Portfolio Analyst to join our team. As a key member of our investment advisory team, you will play a critical role in providing exceptional client service and driving business growth.Key ResponsibilitiesClient Advisory: Work closely with senior relationship managers to...
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Dubai, Dubai, United Arab Emirates Skill Farm Full timeJob Title: Investment Banking Senior Portfolio AnalystAt Skill Farm, we are seeking a highly skilled Investment Banking Senior Portfolio Analyst to join our team. As a key member of our investment banking team, you will be responsible for providing exceptional client advisory services and leveraging key research to promote investment themes and conduct...
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