Investment Assessment Specialist

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

1. Oversee the full asset management lifecycle for institutional portfolios, focusing on maximizing returns and risk-adjusted performance.
2. Conduct thorough market, sector, and security research to inform investment decisions and portfolio construction.
3. Formulate, implement, and monitor investment strategies in alignment with client objectives and regulatory guidelines.
4. Track and analyze portfolio performance, generating comprehensive reports and actionable insights for stakeholders.
5. Collaborate closely with internal teams to ensure seamless communication and alignment on investment goals.
6. Maintain up-to-date expertise on market trends, economic developments, and industry best practices.
7. Foster strong relationships with clients, maintaining transparency and clear communication at all times.

Required Skills and Qualifications

1. Proven track record as a Senior Portfolio Manager or Research Analyst in asset management at a recognized firm.
2. Exceptional written and verbal communication skills, with a demonstrated ability to articulate complex financial concepts clearly.
3. Strong analytical and quantitative skills, including advanced proficiency in portfolio analysis and modeling tools.
4. Deep knowledge of long-only, institutional asset management strategies and products.
5. Ability to work autonomously and thrive in a remote, results-driven team environment.
6. Excellent problem-solving skills and attention to detail under tight deadlines.
7. Keen understanding of compliance and regulatory standards for institutional asset management.

Preferred Qualifications

1. CFA, CAIA, or similar professional designation.
2. Advanced degree in Finance, Economics, or a related field.
3. Previous experience managing or advising large-scale institutional portfolios.

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