Assistant Portfolio Manager

The Assistant Portfolio Manager at EFU Life Assurance Ltd. plays a crucial role in supporting the portfolio management team by conducting comprehensive investment research, analyzing financial data, and assisting in the administration of investment portfolios. This position requires an individual who is detail-oriented and possesses strong analytical skills. The ideal candidate will utilize tools such as Excel and Bloomberg Terminal to develop insights and strategies that contribute to the firm's investment objectives. Key responsibilities include evaluating fixed income instruments, utilizing bond valuation models, and interpreting yield curves to provide informed investment recommendations. As an Assistant Portfolio Manager, you will not only perform in-depth analyses and assist in portfolio management activities but also engage in continuous learning and professional development in investment strategies, current market trends, and best practices in portfolio management. While this position does not involve managing a team, collaboration with senior portfolio managers and other departments is essential to drive successful investment outcomes. Your experience in investment research and a foundational knowledge of CFA principles will be advantageous in excelling in this dynamic role.
Responsibilities

Conduct rigorous investment research to support portfolio management decisions and strategies.
Analyze and interpret financial data to assess the performance of various assets, particularly fixed income instruments.
Utilize Excel and relevant software for data modeling, financial analysis, and investment forecasting.
Create and maintain bond valuation models to assist in pricing and evaluating bond portfolios.
Perform DCF modeling to project future cash flows and assess the intrinsic value of securities.
Interpret yield curves to identify trends, risks, and opportunities relevant to the organization's investment strategy.
Collaborate with senior portfolio managers to formulate strategic investment recommendations based on comprehensive analyses.
Assist in the monitoring and reporting of portfolio performance to ensure alignment with firm-wide investment objectives.
Stay updated on market developments, economic indicators, and changes in investment policies or regulations that may impact portfolio management.
Participate in team discussions and contribute ideas for improving investment processes and portfolio optimization.