Assist the Portfolio Manager with client servicing and investment management tasks. Coordinate with clients to assess their financial goals and risk tolerance. Support the team in creating and implementing investment strategies for a diverse portfolio of assets.

Skills

• Banking
• Portfolio Management Services
• Portfolio Monitoring
• Reporting
• Team Collaboration
• Leadership Skills
• Data analytics
• Financial skills
• Analytical skills
• Communication
• Teamwork

Requirements

• Job Role Assistant Manager -Portfolio Management Services
• Job Type Full Time
• Workplace Type Onsite
• Industry Staffing & Recruiting

Secondary locations

About

Not provided

Responsibilities

• Backend Operations in PMS: Oversee and manage the operational aspects of Portfolio Management Services (PMS), ensuring smooth and efficient processing.
• Portfolio Monitoring & Reporting: Regular monitoring and performance reporting of client portfolios. Generate accurate and timely reports for senior management and clients.
• Team Collaboration & Leadership: Lead a team, ensuring effective collaboration, continuous improvement, and achievement of KPIs. Foster a positive and high-performance work culture.

Other Requirements

• Experience in Banking: At least 4 years of relevant experience in the banking or backend Operations in PMS
• Technical Skills: Strong understanding of portfolio management systems, financial tools, and data analytics
• Analytical Skills: Ability to analyze portfolio performance and provide insights for improvements
• Leadership & Teamwork: Strong leadership capabilities with a team-oriented mindset to drive collaboration and achieve departmental goals.
  

Good to have

Not provided

About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.