Investment Portfolio Manager

Join BankPro: a leading international fintech company. Be a part of our expanding international team, with offices in Limassol, London, Monaco, Nassau, and Dubai. At BankPro, we see each team member as an integral part of our success story.

As the Investment Portfolio Manager, you will be responsible for managing a portfolio of assets for current and future bank clients, aligning investment strategies with their individual financial goals, risk tolerance, and time horizons. The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and a proven track record of delivering solid investment performance within a regulated banking environment. This position reports to the COO.

Responsibilities:

• Manage and proactively monitor investment portfolios for current and prospective bank clients, ensuring alignment with their financial goals, time horizons, and risk tolerance
• Develop and implement tailored investment strategies, including asset allocation, security selection, and periodic portfolio rebalancing
• Conduct comprehensive financial analysis, including market research, macroeconomic forecasting, and individual security valuation, to support sound investment decisions
• Execute investment transactions and continuously evaluate portfolio performance, making strategic adjustments to optimize returns and mitigate risks
• Provide regular updates to clients on portfolio performance, market trends, and strategic recommendations, maintaining a high standard of client engagement and trust
• Collaborate closely with senior stakeholders by preparing and presenting high-quality reports, performance reviews, and market insights; offer strategic advice to support decision-making at the executive level
• Ensure full compliance with regulatory frameworks and internal policies, maintaining accurate documentation and adhering to the highest standards of risk management and governance
• Stay up to date in the of current market trends, economic developments, and new investment products

Requirements:

• Masters degree in Finance, Economics, or a related field
• Minimum of 5 years of experience in investment portfolio management, preferably within a bank
• Proven track record of managing investment portfolios and achieving investment objectives
• Strong understanding of financial markets, investment instruments, and portfolio management principles
• Excellent analytical, quantitative, and problem-solving skills
• Exceptional communication, presentation, and interpersonal skills
• Ability to work independently and as part of a team
• Strong proficiency in financial analysis software and portfolio management systems
• CFA designation or progress towards completion is preferred
• Deep knowledge of banking regulations and compliance requirements

Our benefits:

• Competitive compensation package
• 24 days off and 15 sick leaves annually
• Corporate insurance plan
• Snacks and beverages
• Visa/work permit support