Description:
NXT GIG is on the lookout for a meticulous Portfolio Analyst specializing in Super Funds to join our innovative finance team. In this essential role, you will analyze and monitor investment portfolios for our superannuation clients, providing insights that drive strategic decision-making. Your responsibilities will include evaluating portfolio performance, conducting market research, and preparing detailed reports that communicate findings to stakeholders. You will work closely with investment managers to ensure that our funds align with client objectives and comply with regulatory requirements. The ideal candidate will possess strong analytical skills, a keen eye for detail, and a passion for investment management. Join NXT GIG and play a vital role in enhancing the financial well-being of our clients.Responsibilities
- Analyze and review the performance of super fund investment portfolios to provide actionable insights
- Conduct thorough research on market trends, investment opportunities, and economic conditions
- Prepare comprehensive reports and presentations on portfolio performance, risk assessments, and market outlooks
- Support investment managers in developing strategies to optimize portfolio performance
- Collaborate with internal teams to ensure effective communication regarding portfolio updates and strategies
- Assist with regulatory compliance and reporting duties related to superannuation funds
- Monitor client portfolios for alignment with financial goals and investment policies
- Bachelor's degree in Finance, Economics, or a related field; advanced degree or certification (CFA, CAIA) is a plus
- Experience as a Portfolio Analyst or in a similar role within the finance or investment sector
- Strong understanding of investment analysis, portfolio management, and financial modeling
- Proficient in data analysis tools and financial software
- Excellent analytical and critical thinking skills with a high level of attention to detail
- Strong written and verbal communication skills for reporting and presentations
- Ability to work independently and collaboratively in a fast-paced environment
6 Mar 2025;
from:
linkedin.com