Our client, a well-established financial company based in Limassol and across Europe and focusing mainly on the European Markets, is currently looking for a Portfolio Manager Assistant to join their team.

Main Purpose of the Role

The main purpose of the role will be to support a small team of Portfolio Managers in an analytical and administrative capacity. The latter will include monitoring investment portfolios, conducting ad hoc research, and preparing material for investment reports. The opportunity exists for progression to a portfolio management role over time.

Duties and Responsibilities:

• Generating an investment policy statement and outlining our clients’ investment objectives.

• Constructing successful investment portfolios informed by market conditions and economic trends.

• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.

• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

• Maintaining new and existing client relationships, including informing clients of investment research and economic trends and discussing their portfolio performance and investment objectives.

• Evaluating and performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

• Prospecting for new clients

• Staying up to date with relevant investment and trading news, and economic trends.

Requirements:

• Detailed understanding of capital market.

• Proficient in Microsoft office suite.

• Excellent written and verbal communication skills in English. Other languages are considered an advantage.

• Highly organized and detail-oriented

• Bachelor’s degree in business, economics, or finance is an advantage

• CySec’s Basic/Advanced AML test certifications are an advantage

If you are the right candidate for this opportunity, please send us your CV to cv@d-way.com or click below and submit your application directly.