Assistant Portfolio Manager

About the role

The Assistant Portfolio Manager will support portfolio managers in administering trust, fiduciary and investment accounts, ensuring all activities comply with client guidelines, internal policies and regulatory restrictions.

Key responsibilities

• Monitor transactional documents and verify that all paperwork for portfolio‑manager‑handled transactions is complete on transaction day.
• Transfer finalized documents to custodians for proper record‑keeping.
• Oversee efficient documentation for account opening and transaction processing of trust accounts.
• Secure and organize documents required for account opening and ongoing transaction servicing.

Required profile

• Bachelor’s degree in Economics, Finance, or Industrial Management Engineering.
• Completion of a Trust Certification course and training on KYC/AML requirements.
• Working knowledge of investment markets and products such as money markets, equities, bonds, deposits, foreign exchange and derivatives.
• Minimum two years of experience in trust account management.
• Strong interpersonal, analytical and communication skills, with attention to detail.

Required skills

• Proficiency in basic MS Office applications.