We are seeking an Investment Analyst who will play a key role in supporting our investment advisory and portfolio management efforts — helping clients achieve their financial goals through rigorous research, disciplined execution, and high-quality reporting.
Core Responsibilities
Assist in the management of discretionary and non-discretionary investment portfolios in line with client mandates and risk profiles
Prepare monthly, quarterly, and annual portfolio performance reports for clients and management
Assist the management in business development activities as necessary
Conduct investment research on equities, mutual funds, fixed-income instruments, and other approved asset classes
Analyse company financials, valuations, market trends, and macro-economic indicators
Prepare investment proposals, asset allocation recommendations, and research notes
Monitor portfolio performance, risk, and compliance with investment guidelines
Develop and maintain portfolio dashboards and reporting tools for management and client reporting
Support the Investment Committee by preparing presentations, research packs, and performance summaries
Maintain investment records and documentation in line with SECP and internal compliance requirements
Requirements
Required Qualifications & Skills
Education
CFA Level I / ACCA / CA / MBA (Finance) Experience in investment advisory, research, asset management, brokerage, or financial analysis preferred Technical Skills
Advanced Microsoft Excel (financial models, pivot tables, scenario analysis)
Ability to prepare and maintain portfolio performance dashboards
Experience with Power BI, Tableau, or Excel-based dashboards for investment reporting
Ability to make presentations in PowerPoint
Strong understanding of portfolio analytics, benchmarks, asset allocation, and risk metrics
High-quality report writing and presentation skills
Personal Attributes
Strong analytical and problem-solving mindset High level of integrity, confidentiality, and professionalism Ability to communicate financial information clearly Organized, detail-oriented, and deadline-driven
Job ID: 82115289
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Median Salary
Net Salary per month
$176
Cost of Living Index
21/100
21
Median Apartment Rent in City Center
(1-3 Bedroom)
$134
-
$306
$220
Safety Index
43/100
43
Utilities
Basic
(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)
$54
-
$214
$114
High-Speed Internet
$5
-
$29
$12
Transportation
Gasoline
(1 gallon)
$3.63
Taxi Ride
(1 mile)
$1.14
Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.
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