Investment Portfolio Manager

Job Description

We are seeking a motivated and detail-oriented Investment Portfolio Manager to join our team. This is an excellent opportunity for fresh graduates or individuals looking to build a career in investment and portfolio management. You will be trained to manage client portfolios, analyze markets, and provide strategic insights while gaining hands-on experience in the financial services industry.

Key Responsibilities

Portfolio Support & Management

Assist in managing and monitoring client investment portfolios

Conduct basic financial research and support senior team members in analysis

Learn to develop and implement investment strategies across different asset classes

Prepare portfolio performance summaries and client reports

Client Engagement

Support relationship management by handling client inquiries and updates

Build trust with clients by understanding their financial goals and assisting with tailored solutions

Participate in client meetings and presentations alongside senior managers

Compliance & Development

Ensure investment activities comply with company guidelines and industry regulations

Maintain accurate records and reporting within company systems

Continuously develop knowledge of financial markets, products, and investment strategies through training and mentorship

Requirements

Diploma/Bachelor’s in Finance, Economics, Business, or related field (fresh graduates welcome)

Strong interest in financial markets, investments, and portfolio management

Good analytical, numerical, and problem-solving skills

Strong communication and interpersonal skills

Self-motivated, eager to learn, and able to handle multiple priorities effectively

What We Offer

Competitive base salary + performance-based incentives

Comprehensive training and mentorship program

Supportive and collaborative team environment

Professional development and career progression opportunities (e.g., CFA sponsorship)

Exposure to diverse investment strategies and client portfolios

Schedule: Monday to Friday

Benefits: Employee discount, Flexible schedule, Health insurance, Professional development, Work from home

Job Types: Full-time, Permanent

Pay: $3,600.00 - $5,000.00 per month

Benefits:

• Employee assistance programme

• Flexible schedule

• Health insurance

• Professional development

• Promotion to permanent employee

• Work from home

Work Location: In person