You will support the collection, validation, and cleansing of market and portfolio data, ensuring the integrity and accuracy of the information used as input for analysis.
You will prepare periodic fund performance reports, facilitating early identification of deviations from return targets, regulatory limits, and internal policies.
You will update valuation models and financial spreadsheets to reflect changes in prices, cash flows, rates, and market assumptions, ensuring profitability, sensitivity, and risk analyses remain current and technically sound.
You will collaborate in preparing analytical materials and presentations for internal committees and governance bodies, supporting senior team members in clearly and transparently communicating new investment opportunities.
You will analyze macroeconomic, sector, and issuer trends, preparing executive summaries that provide initial hypotheses and investment opportunities.

Bachelor’s degree in Economics, Finance, Business Administration, or related fields
At least 2 years of proven experience in local and international market research or financial analysis
Hands-on experience managing and analyzing economic and financial data
Knowledge of investment management or portfolio analysis
Intermediate Excel skills (pivot tables, financial formulas, scenario analysis, charts)
Intermediate to advanced English, with the ability to read, interpret, and draft financial documentation
CFA Level I certification (desirable, not mandatory)

Portfolio Management Analyst

About this role