Portfolio Strategist
hace 6 días
We are seeking a highly skilled Portfolio Strategist to join our team at F1605 Franklin Templeton Investment Services (Mexico), S de RL. As a key member of our investment team, you will be responsible for assisting with the implementation and management of investment strategies.
Key Responsibilities- Ensure investment management and trading decisions are implemented properly at the individual portfolio level for applicable strategies within our investment services.
- Assist with allocations and trade settlement for our investment strategies.
- Respond to portfolio management and sponsor queries.
- Generate periodic and ad-hoc portfolio reports for the portfolio management team.
- Fluency in English – spoken and written – is essential.
- 2+ years of previous investment industry experience with a basic understanding of portfolio management.
- Minimum bachelor's degree, with focus on economics, finance, financial engineering, or a related field.
- Strong analytical and quantitative skills.
- Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously.
- Must be a team player, with the capability to work independently with minimal supervision.
- Proficiency with Microsoft Office essential; experience with Archer or Perform is a plus.
We are a leading investment management company with a strong presence in Mexico and around the world. Our team is dedicated to delivering exceptional investment solutions to our clients, and we are committed to fostering a culture of excellence and innovation.
We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic and supportive work environment.
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