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Strategic asset manager

Porto
beBeePortfolio
Asset Manager
Anunciada dia 5 setembro
Descrição

Job Opportunity

About the Role:

We are seeking a seasoned professional to oversee the management of investment portfolios.

This is an exciting opportunity for an experienced Portfolio Manager to join our team and take charge of managing assets, making informed investment decisions, and ensuring the growth and stability of our investments.


Key Responsibilities:

* Review proposed investments and divestments to ensure alignment with our strategic objectives;
* Assess due diligence reports on investments/divestments performed by delegated asset managers or investment advisors;
* Monitor and control portfolio exposures, taking appropriate action to maintain compliance;
* Coordinate and supervise delegated portfolio managers and investment advisors during the investment / divestment process;
* Prepare thorough due diligence reports on delegated portfolio managers and investment advisors;
* Closely monitor cash-flow and position for funds under management, including capital calls, distributions, and capital account statements;
* Organise and prepare Investment Committees and investment reports for funds under management;
* Conduct portfolio performance reviews related to ongoing portfolio management duties;
* Review and assist in implementing valuation models used for valuing underlying assets;
* Collaborate with the Risk Management team to monitor Key Risk Indicators.


Requirements:

* A strong academic background and a path towards acquiring MSc/MBA/CFA/CAIA qualifications;
* In-depth understanding of financial accounting, corporate finance, and business reporting;
* Proficiency in financial modelling and key financial concepts such as DCF, IRR, MPV, and ratio analysis;
* Familiarity with specialist due diligence materials and reports;
* Fluency in English; proficiency in French is desirable;
* Sound business judgement and analytical problem-solving skills;
* Excellent communication and interpersonal skills;
* Proactive and autonomous;
* Attention to detail and discipline;
* Fast learner;
* High level of integrity.


Benefits:

* A great opportunity for professional growth and development;

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