Job Description
We Are Hiring
INVESTMENT ANALYST CUM ADMINISTRATIVE ASSISTANT (Straddle Shift)
We are seeking a highly analytical, detail-oriented, and organized Investment Analyst cum Administrative Assistant to support investment research, financial analysis, and senior management operation. The ideal candidate will have a strong understanding of financial markets, excellent organizational skills, and the ability to manage financial records, coordinate with stakeholders, and handle confidential information in a dynamic work environment.
ROLES & RESPONSIBILITIES
- Research and evaluate investment opportunities, financial instruments, and market trends to support investment decisions.
- Prepare financial analyses, investment reports, and presentations for management review.
- Monitor investment performance, returns, cash flows, and portfolio movements.
- Maintain investment schedules, portfolio trackers, financial records, and related documentation.
- Assist with budgeting, forecasting, financial reporting, and performance tracking.
- Provide administrative and organizational support to senior management.
- Maintain corporate documents, contracts, records, and filing systems while ensuring confidentiality.
- Coordinate with banks, investment managers, accountants, and other external stakeholders.
- Follow up on pending tasks, payments, documentation, and deadlines to ensure timely completion.
- Perform additional finance-related and administrative duties as required.
QUALIFICATIONS & EXPERIENCE
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Professional qualifications such as ACCA, CIMA, or CFA are an added advantage.
- 2-3 years of relevant experience in investment research, financial analysis, accounting, or administrative support is preferred.
- Good knowledge of Microsoft Excel and other Microsoft Office applications.
- Strong analytical, numerical, organizational, and communication skills.
- Excellent attention to detail and the ability to manage multiple priorities efficiently.
- Ability to handle confidential financial and corporate information with discretion.
- Strong coordination, follow-up, and stakeholder management skills.
- Willingness and availability to work according to standard U.S. business hours and the U.S. business calendar on a straddle shift (2:00 PM - 11:00 PM SLST).
APPLY NOW
careers-colombo@legacyhealthllc.com
12, Alfred House Gardens, Colombo 03