Financial Services Professional

1 semana atrás


Mato Grosso, Brasil beBeePortfolio Tempo inteiro R$55.000 - R$85.000
Investment Portfolio Assistant

The Investment Portfolio Assistant plays a vital role in supporting the day-to-day management of investment portfolios. Key responsibilities include collecting and organizing KYC/AML documentation for clients, setting up new client accounts, preparing and organizing client agreements, forms, and reporting documentation.

  • Monitor and track client portfolio performance, updating data for internal analysis.
  • Compile trade blotters and provide accurate record-keeping of transactions.
  • Assist in preparing data and analysis for portfolio rebalancing and asset allocation adjustments.
  • Serve as the first point of contact for basic client queries, escalating complex issues to senior team members.

This is an exciting opportunity for a detail-oriented and proactive individual to contribute to delivering exceptional client experiences.

Requirements
  • MQF level 5 of education
  • Ideal candidate should have a good understanding and experience in the area of investments.

To succeed in this role, you should possess excellent working knowledge of MS Excel and Word, strong attention to detail, and the ability to work in a team environment.



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