On behalf of our client, we are looking to recruit an experienced Portfolio Manager. The company will operate as an authorized Alternative Investment Fund Manager firm providing portfolio and risk management for third party clients pursuing private equity, listed equities, as well as corporate bonds and Pre-IPO shares within relevant asset classes.
What You Will Be Doing
Main Duties & Responsibilities include, but are not limited to:
- Ensure the compliance of the company with all applicable laws and regulations.
- Forge and maintain relations of trust with shareholders/partners and external authorities.
- Review, Identify and improve internal management policies and procedures.
- Follow a predetermined strategy for investment, dictated by an investment policy statement (IPS), to achieve a client's investment objectives.
- Coordinate with investment analysts and researchers for the collection of data and understanding of invested assets.
- Coordinate with the Risk Manager ensuring portfolio risks exposures are in line with the company’s investment strategy.
- Take timely actions to manage the client’s portfolio following investment objectives and allocation guidelines.
- Undertake company and sector research to identify and assess investment opportunities in the Private Equity markets.
- Manage the Investment Valuations process and presenting to the investment team and teams across the business.
- Manipulate large data sets, improving and automating processes throughout the business.
- Provide analysis and data on the Portfolio Analysts’ investment pipeline and forecasts and provide exit forecasting reporting and modelling on current and new investments.
Who We Are Looking For
The ideal candidate will have:
- Bachelor’s degree in Economics, Business, Finance or any other relevant field.
- At least 2 years of experience in Portfolio Management, Asset Management, Private Banking or a relevant position.
- Holder of CySEC Advanced Certification is a must
- Proven experience in investment and financial assets management in a financial institution environment
- Fluent English is a must
- Fluent Russian will be considered an advantage
- Highly organized and detail-oriented
- Ability to perform under pressure
- Strong interpersonal, analytical, problem-solving, organizational, prioritization, decision-making, and skills
- Strong background in capital markets, wealth and investment management and Private Equity/Venture Capital deals
- Access to a network for equity deals in the pre-IPO market will be considered an advantage
Please send your CV, along with a cover letter to, careers@cxfinancia.com, quoting REF CXSP011121 to apply.
Please note that only shortlisted applicants will be responded to.
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