Financial Portfolio Strategist
2 weeks ago
W Group seeks a Financial Portfolio Strategist to drive investment success.
Key Responsibilities- Market Research and Analysis: Conduct in-depth market research to identify investment opportunities and trends, leveraging data-driven insights to inform strategic decisions.
- Investment Strategy Development: Develop, implement, and manage investment strategies to optimize portfolio performance, aligning with W Group's financial objectives.
- Risk Evaluation and Mitigation: Evaluate the performance of external consultants and advisors by reviewing their reports, recommendations, and information systems, ensuring adherence to regulatory compliance requirements.
- Cross-Functional Collaboration: Facilitate effective communication and coordination between company executives and external service providers, fostering a collaborative environment that drives business outcomes.
- Compliance and Governance: Ensure the company's adherence to investment policies, guidelines, and regulatory compliance requirements, maintaining a culture of transparency and accountability.
- Bachelor's Degree: A bachelor's degree in Finance, Accounting, Economics, or a related field is required.
- Professional Experience: A minimum of three years of professional experience in audit, accounting/fund accounting, investment banking, or capital markets is necessary.
- Technical Skills: Strong understanding of regulatory compliance, risk assessment, and market analysis is essential.
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