Job description:

 

Provide an active input to asset allocation, portfolio construction, risk management, management of client inquiries, coordination of client meetings and representation in client investment committeesPrepare model or real portfolios, with focus on various asset classes, including multi-asset portfoliosClient interactions and meetingsTaking part in projects focusing on sustainability elements for company funds/ portfolios

 

Requirements:

3+ years of experience in financial planning and investment, preferably at an asset management firm Master’s degree Investment Advisory license issued by KNF Certification in  CFA, CFP or CAIA  Broad understanding of various types of securities, insurance, and mutual fund industries  Expertise in investment strategy and process, performance measurement and risk managementStrong organizational and analytical skills, and attention to detailAbility to work in a fast-paced and dynamic environment Personal integrity and an ability to maintain confidentiality of company and client informationProficiency with financial planning softwareFluency in English