job description
Join a dynamic financial services team in the heart of Bali as a Portfolio Analyst, where you’ll play a pivotal role in supporting executive decision-making and optimizing investment strategies. This unique opportunity blends analytical rigor with high-level administrative support, ensuring seamless operations for senior leadership in a fast-paced, international environment.
As a Portfolio Analyst, you will analyze financial data, prepare comprehensive reports, and provide actionable insights to drive portfolio performance. Additionally, you’ll leverage your organizational skills to assist executives with calendar management, stakeholder communications, and strategic planning—bridging the gap between data-driven analysis and operational excellence.
Based in Bali’s vibrant business hubs (Canggu, Ubud, or Denpasar), this contract role offers a competitive salary, exposure to global financial markets, and the chance to work with a prestigious private advertiser in the banking and financial services sector. Ideal for detail-oriented professionals with a passion for finance and a knack for multitasking in a high-stakes environment.
Responsibility
- Conduct in-depth financial analysis of investment portfolios, including risk assessment, performance tracking, and trend forecasting.
- Prepare executive-level reports, presentations, and dashboards to communicate key financial insights and recommendations.
- Assist in the development and implementation of portfolio optimization strategies to maximize returns and mitigate risks.
- Manage executive calendars, coordinate meetings, and handle confidential communications with stakeholders and clients.
- Monitor market trends, economic indicators, and industry developments to inform strategic decision-making.
- Collaborate with cross-functional teams (e.g., finance, operations) to ensure alignment on portfolio goals and operational priorities.
- Maintain accurate records of financial transactions, portfolio holdings, and performance metrics using advanced tools (e.g., Bloomberg, Excel).
- Provide administrative support for executive travel, expense reporting, and ad-hoc projects as needed.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFA or MBA is a plus.
- Minimum 3 years of experience in financial analysis, portfolio management, or a similar role within banking/financial services.
- Proven expertise in financial modeling, data analysis, and reporting (Excel, SQL, or Python proficiency preferred).
- Strong understanding of investment products, asset classes, and portfolio management principles.
- Exceptional organizational and time-management skills, with the ability to prioritize tasks in a high-pressure environment.
- Excellent written and verbal communication skills in English; ability to tailor messages for executive audiences.
- Experience providing executive support (e.g., calendar management, meeting coordination) is highly desirable.
- Discretion, integrity, and a commitment to maintaining confidentiality in all business matters.