Job description:

 

• Provide an active input to asset allocation, portfolio construction, risk management, management of client inquiries, coordination of client meetings and representation in client investment committees
• Prepare model or real portfolios, with focus on various asset classes, including multi-asset portfolios
• Client interactions and meetings
• Taking part in projects focusing on sustainability elements for company funds/ portfolios

 

Requirements:

• 3+ years of experience in financial planning and investment, preferably at an asset management firm 
• Master’s degree 
• Investment Advisory license issued by KNF 
• Certification in  CFA, CFP or CAIA  
• Broad understanding of various types of securities, insurance, and mutual fund industries  
• Expertise in investment strategy and process, performance measurement and risk management
• Strong organizational and analytical skills, and attention to detail
• Ability to work in a fast-paced and dynamic environment 
• Personal integrity and an ability to maintain confidentiality of company and client information
• Proficiency with financial planning software
• Fluency in English