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Investment Advisor

Job Title: Investment Advisor
Contract Type: Permanent
Location: Malta
Salary: Attractive
Reference: 4955
Contact Name: John Montanaro
Job Published: March 30, 2019 05:13

Job Description

One of Malta’s top investment firms is looking for an Investment Advisor/Junior Portfolio Manager to join their team. Our client constantly invests in state-of-the-art portfolio management systems and IT infrastructure and allows each team member to develop and contribute towards providing investment solutions for their clients.

Job Responsibilities: 

  • Manage several advisory and discretionary clients in line with the investment objectives discussed and agreed with such clients;
  • Keep your client list organised in a way which will allow you to efficiently maintain regular communication with these clients;
  • Communicate any investment ideas which are identified by the firm to the appropriate clients in accordance with the investment mandate given to us by the client in terms of risk and return;
  • Regularly review the advisory and discretionary portfolios to ensure that the investments held are in line with the respective investment parameters;
  • Communicate any necessary changes in structure to either reflect changes in market conditions or changes in the client’s investment profile;
  • Prepare investment recommendations for new clients;
  • Handle several execution-only clients;

Skills and Qualifications: 

  • A minimum of 3 years’ experience in a Similar role
  • Experience with fund accounting
  • CFA qualified

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