Investment Portfolio Analyst

About the role

We are seeking an Investment Portfolio Analyst to join our team. In this role, you will be responsible for conducting detailed financial analysis, evaluating investment opportunities, and managing investment portfolios.

Duties and Responsibilities

• Conduct in-depth analysis of financial statements and performance metrics of various companies.
• Use financial ratios and other analytical tools to assess liquidity, efficiency, and profitability.
• Evaluate and value investment opportunities using methods such as discounted cash flow and dividend discount models.
• Perform due diligence on potential investments to determine their suitability and risk profile.
• Monitor and manage investment portfolios to ensure alignment with strategic goals and risk tolerance.
• Make recommendations for portfolio adjustments to optimize returns and manage risk.
• Gather and analyze macroeconomic and microeconomic data to support investment decisions.
• Conduct market studies and forecasts to identify trends and opportunities.
• Prepare and present detailed reports on portfolio performance and market conditions.
• Provide regular updates to management and stakeholders on investment performance and strategy.
• Provide investment advice and recommendations based on research and risk profiles.
• Contribute to the development of new investment products and strategies based on market analysis