Description

We are seeking an Investment Analyst who will play a key role in supporting our investment advisory and portfolio management efforts — helping clients achieve their financial goals through rigorous research, disciplined execution, and high-quality reporting.

Core Responsibilities

       Assist in the management of discretionary and non-discretionary investment portfolios in line with client mandates and risk profiles

       Prepare monthly, quarterly, and annual portfolio performance reports for clients and management

       Assist the management in business development activities as necessary

       Conduct investment research on equities, mutual funds, fixed-income instruments, and other approved asset classes

       Analyse company financials, valuations, market trends, and macro-economic indicators

       Prepare investment proposals, asset allocation recommendations, and research notes

       Monitor portfolio performance, risk, and compliance with investment guidelines

       Develop and maintain portfolio dashboards and reporting tools for management and client reporting 

       Support the Investment Committee by preparing presentations, research packs, and performance summaries

       Maintain investment records and documentation in line with SECP and internal compliance requirements

Requirements

Required Qualifications & Skills

Education

CFA Level I / ACCA / CA / MBA (Finance)
Experience in investment advisory, research, asset management, brokerage, or financial analysis preferred
Technical Skills

       Strong financial statement analysis and valuation skills (DCF, multiples, yield analysis)

       Advanced Microsoft Excel (financial models, pivot tables, scenario analysis)

       Ability to prepare and maintain portfolio performance dashboards

       Experience with Power BI, Tableau, or Excel-based dashboards for investment reporting

       Ability to make presentations in PowerPoint 

       Strong understanding of portfolio analytics, benchmarks, asset allocation, and risk metrics

       High-quality report writing and presentation skills

Personal Attributes

Strong analytical and problem-solving mindset
High level of integrity, confidentiality, and professionalism
Ability to communicate financial information clearly
Organized, detail-oriented, and deadline-driven