Investment Analyst cum Administrative Assistant

Accounting / Auditing / Finance

About the Employer

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

[email protected]

12, Alfred House Gardens, Colombo 03