Associate Portfolio Manager

Job Description

Title: Associate Portfolio Manager

Company Name: United Securities Limited

Vacancy: --

Age: Na

Job Location: Dhaka

Salary: Negotiable

Experience:

• 1 to 3 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking, Share Brokerage/ Securities House

• Master of Business Administration (MBA) in Finance, Accounting, Marketing
• Master of Arts (MA) in Economics

CFA Level I/II/III

• 1 to 3 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking, Share Brokerage/ Securities House

• Strong knowledge of capital markets, brokerage operations, and investment products.

• Proficiency in Excel, BI tools, financial modeling, and valuation techniques.

• Excellent presentation, communication, and analytical skills.

• Deliver expert investment advisory and financial planning services to clients.

• Build strong relationships with high-net-worth individuals and institutional investors by understanding their
  objectives and risk tolerance.

• Drive client acquisition while nurturing long-term partnerships with existing investors.

• Provide timely investment recommendations and execute client orders across equities, mutual funds, and fixed
  income.

• Continuously monitor client portfolios and adjust strategies in response to market developments.

• Ensure strict compliance with DSE, BSEC, and other regulatory frameworks.

• Identify portfolio risks and actively contribute to risk mitigation initiatives.

• Prepare insightful reports and presentations for clients and senior management.

• Educate clients on financial products and market trends in clear, accessible language.

• Performance bonus,Mobile bill,Provident fund
• Lunch Facilities: Full Subsidize
• Festival Bonus: 2