Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Early Career
Regular/ Full Time
On Site
Karachi
The Role
NBP Funds is hiring an Assistant Manager Portfolio in its Portfolio Management department at Head Office, Karachi, to prepare investment advisory proposals, support portfolio management and onboard clients.
•Prepare investment advisory proposals for retail and corporate clients, including Mutual Fund and VPS proposals •Develop investment policy statements and monitor investments in line with the IPS •Support portfolio management by preparing performance reviews, letters of confirmation and client presentations •Assist in implementing asset allocation decisions and coordinate with back office and trading teams for cash deployment •Execute new client onboarding, including preparing and maintaining required documentation •Resolve queries of existing and prospective clients and sales teams •Liaise with internal stakeholders to improve processes and systems •Ensure timely and accurate maintenance of all relevant databases •Maintain up-to-date and compliant records, documentation and client files •Provide operational support across departments and execute ad hoc tasks assigned by the line manager
Applicants General Eligibility & Requirements
2+ years
Education, Experience and Skills Requirements
- Bachelor's Degree (16 Years): Accounting & Finance
2 years of prior experience in the financial sector
Communication, Interpersonal Skills
•ACCA part qualified/ CFA Level 1 cleared (preferred)
About the Employer
NBP Fund Management Limited (NBP Funds)