Portfolio Analyst - Financial Services & Executive Support

Join a dynamic financial services team in the heart of Bali as a Portfolio Analyst, where you’ll play a pivotal role in supporting executive decision-making and optimizing investment strategies. This unique opportunity blends analytical rigor with high-level administrative support, making it ideal for professionals seeking to make a tangible impact in a vibrant, international environment. At Private Advertiser, we’re committed to fostering innovation and excellence, and we’re looking for a Portfolio Analyst to help us navigate the complexities of the financial landscape.

As a Portfolio Analyst, you’ll be at the forefront of data analysis, crafting insightful reports and presentations that inform strategic decisions. You’ll work closely with senior executives to ensure that our investment strategies are not only sound but also aligned with our clients’ goals. This role offers the perfect blend of analytical depth and executive-level support, providing you with a unique perspective on the financial services industry.

📋 Tanggung Jawab Pekerjaan

• Conduct in-depth analysis of investment portfolios using tools like Bloomberg Terminal, FactSet, and other financial databases.
• Prepare and present comprehensive reports and presentations to senior executives, highlighting key insights and recommendations.
• Support the development and implementation of investment strategies, ensuring alignment with client objectives and market trends.
• Monitor portfolio performance and risk exposure, providing regular updates to the executive team.
• Assist in the preparation of financial statements and other regulatory reports, ensuring accuracy and compliance.
• Collaborate with cross-functional teams to gather and analyze data, driving informed decision-making.
• Stay abreast of industry trends and regulatory changes, offering strategic insights to the executive team.
• Provide high-level administrative support to senior executives, including scheduling, coordinating meetings, and managing communications.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 3-5 years of experience in financial analysis, investment management, or a related field.
• Proficiency in financial modeling, data analysis, and portfolio management.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and present findings clearly.
• Excellent communication and presentation skills, with the ability to tailor messages to different audiences.
• Familiarity with financial software and tools such as Bloomberg Terminal, FactSet, and Excel.
• Knowledge of investment products, including equities, fixed income, and derivatives.
• Ability to work in a fast-paced, dynamic environment, with a strong commitment to excellence and integrity.

🛠️ Keahlian

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