Part Time Portfolio Analyst - Portfolio Associate - Portfolio Manager Jobs, in W HealthTech - Maukerja

Role Description

The Portfolio Analyst / Portfolio Associate / Portfolio Manager supports the management of investment portfolios in line with defined objectives, risk limits, and investment mandates. Responsibilities include researching opportunities, analysing holdings, monitoring exposures, evaluating performance, and preparing portfolio reports and recommendations.

Portfolio Analyst positions assess investment performance, investigate portfolio risks, and provide research to support allocation decisions. Portfolio Associate positions coordinate portfolio reviews, contribute investment analysis, and support trade implementation and monitoring. Portfolio Manager positions make investment decisions within delegated authority, determine portfolio positioning, and oversee risk and performance outcomes. All positions collaborate with research, trading, risk, and client teams to maintain informed decisions and communicate portfolio developments clearly.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Relevant experience in investment analysis, portfolio research, asset management, or a related discipline.
• Strong understanding of financial markets, asset classes, and portfolio construction principles.
• Ability to analyse investment performance, portfolio exposures, and risk-adjusted returns.
• Experience evaluating securities, investment strategies, or asset allocation opportunities.
• Proficiency in spreadsheets and financial data platforms; familiarity with quantitative analysis tools is an advantage.
• Understanding of investment mandates, benchmarks, liquidity needs, and portfolio constraints.
• Strong analytical judgement, attention to detail, and the ability to assess competing investment views.
• Clear communication and collaboration skills when working with investment teams and stakeholders.
• For portfolio manager positions, demonstrated experience making investment decisions and managing portfolio risks and outcomes; progress towards the CFA designation or a relevant postgraduate qualification is an advantage.