Prospero.AI is a transformative fintech startup founded with a mission to democratize access to financial markets. We were founded by a former Wall Street hedge fund manager who envisioned a fair and transparent market, no longer skewed in favor of large financial institutions. Our groundbreaking platform leverages the power of Artificial Intelligence to distill millions of real-time data points on stock performance into simple, actionable insights, empowering both novice and seasoned investors.
Job Overview: We are currently looking for a highly motivated, detail-oriented Portfolio Management Assistant who is passionate about finance and investment strategies. The ideal candidate should have a good understanding of financial markets and portfolio management principles. Your primary responsibility will be to support the CEO and portfolio management team in various tasks, ensuring the smooth operation of our investment processes. You will work alongside our experienced team to help manage and optimize investment portfolios using classic value techniques as well as our innovative AI signals.
Responsibilities:
Assist in the daily management of investment portfolios, including monitoring performance and making recommendations for adjustments.
Conduct research and analysis on various investment opportunities, market trends, and financial data.
Prepare reports and presentations on portfolio performance, risk analysis, and investment strategies.
Support the development and implementation of portfolio management strategies to achieve investment objectives.
Assist in the maintenance and updating of investment databases and documentation.
Collaborate with the portfolio management team to ensure compliance with regulatory requirements and internal policies.
Qualifications:
Familiarity with financial markets, investment principles, and portfolio management techniques.
Strong analytical skills with the ability to interpret complex financial data.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite, particularly Excel; familiarity with financial analysis software is a plus.
A keen interest in finance and the financial industry.
Traits:
Detail-oriented mindset with the ability to work independently and as part of a team.
Strong organizational and time-management skills.
Excellent problem-solving abilities.
A proactive attitude with a willingness to learn and take on new challenges.
Integrity and professionalism in handling confidential financial information.
Prospero is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Employment type
Other
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