Investment Assessment Specialist
$100 - $200/hourpay
Required Skills
portfolio analysis
financial modeling
market research
institutional asset management
compliance
regulatory knowledge
performance reporting
investment strategy development
quantitative analysis
client relationship management
written communication
verbal communication
problem-solving
attention to detail
autonomous work
Job Description
Job Title: Investment Assessment Specialist
Job Type: Full-time or Part-time
Location: Remote
Job Summary
Join our customer's team as a strategic and results-driven Asset Manager, leading the management of institutional portfolios with a long-only orientation. This is an exciting opportunity for a seasoned professional from a well-known asset management firm to contribute deep expertise, drive performance, and provide insights in a remote, collaborative environment.
Key Responsibilities
- Oversee the full asset management lifecycle for institutional portfolios, focusing on maximizing returns and risk-adjusted performance.
- Conduct thorough market, sector, and security research to inform investment decisions and portfolio construction.
- Formulate, implement, and monitor investment strategies in alignment with client objectives and regulatory guidelines.
- Track and analyze portfolio performance, generating comprehensive reports and actionable insights for stakeholders.
- Collaborate closely with internal teams to ensure seamless communication and alignment on investment goals.
- Maintain up-to-date expertise on market trends, economic developments, and industry best practices.
- Foster strong relationships with clients, maintaining transparency and clear communication at all times.
Required Skills and Qualifications
- Proven track record as a Senior Portfolio Manager or Research Analyst in asset management at a recognized firm.
- Exceptional written and verbal communication skills, with a demonstrated ability to articulate complex financial concepts clearly.
- Strong analytical and quantitative skills, including advanced proficiency in portfolio analysis and modeling tools.
- Deep knowledge of long-only, institutional asset management strategies and products.
- Ability to work autonomously and thrive in a remote, results-driven team environment.
- Excellent problem-solving skills and attention to detail under tight deadlines.
- Keen understanding of compliance and regulatory standards for institutional asset management.
Preferred Qualifications
- CFA, CAIA, or similar professional designation.
- Advanced degree in Finance, Economics, or a related field.
- Previous experience managing or advising large-scale institutional portfolios.